What is First Covenant Trust and Advisors, LLC's NAICS code?

First Covenant Trust and Advisors, LLC's NAICS code is 5411 (Legal Services).

Insights

Fiduciary Collaboration Opportunity to position First Covenant as a neutral, team-oriented fiduciary services partner that collaborates with clients’ existing bankers, wealth managers, and professionals to enhance trust administration without taking direct asset investment control.

Small to Mid Market Target mid-sized wealth clients and family offices seeking specialized fiduciary support who value a lean, experienced firm with a collaborative approach, contrasting larger incumbents.

Compliance & Security Leverage KnowBe4 and cloud infrastructure to offer enhanced security, compliance training, and risk management services as a differentiator for clients concerned with fiduciary governance and regulatory requirements.

Digital Presence Capitalize on existing tech stack (WordPress, Shopify, Mailchimp, Google Cloud) to offer scalable onboarding, client portals, and digital communications, opening up cross-sell opportunities in advisory-related services.

Growth Readiness With revenue in the mid-range and a lean headcount, pursue scalable service expansions, strategic partnerships, and referral programs to accelerate client acquisition among similar firms and independent advisors.

First Covenant Trust and Advisors, LLC Tech Stack

First Covenant Trust and Advisors, LLC uses 8 technology products and services including WordPress, oEmbed, Shopify, and more. Explore First Covenant Trust and Advisors, LLC's tech stack below.

WordPress

Content Management System

oEmbed

Dev Tools

Shopify

E-commerce

Mailchimp

Google Cloud

Infrastructure As A Service

KnowBe4

Security

Apache

Web Servers

Nginx

Web Servers

First Covenant Trust and Advisors, LLC Email Formats	Example	Percentage
FLast@covenanttrustllc.com	JDoe@covenanttrustllc.com	100%

First Covenant Trust and Advisors, LLC Email Formats

Example

Percentage

FLast@covenanttrustllc.com

JDoe@covenanttrustllc.com

100%

Frequently Asked Questions

What is First Covenant Trust and Advisors, LLC's phone number?

You can contact First Covenant Trust and Advisors, LLC's main corporate office by phone at

+1-423-232-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is First Covenant Trust and Advisors, LLC's official website and social media links?

First Covenant Trust and Advisors, LLC's official website is covenanttrustllc.com and has social profiles on LinkedIn.

How much revenue does First Covenant Trust and Advisors, LLC generate?

As of September 2026, First Covenant Trust and Advisors, LLC's annual revenue is estimated to be $25M - $50M.

What is First Covenant Trust and Advisors, LLC's SIC code and NAICS code?

First Covenant Trust and Advisors, LLC's SIC code is 8111 - Legal Services and NAICS code is 5411 - Legal Services.

How many employees does First Covenant Trust and Advisors, LLC have currently?

As of September 2026, First Covenant Trust and Advisors, LLC has approximately 14 employees across 4 continents, including North America, Europe and Asia. Key team members include Director: P. M., Wealth Management Advisor: R. A. and Commercial Support: R. D. Explore First Covenant Trust and Advisors, LLC's employee directory with LeadIQ.

What industry does First Covenant Trust and Advisors, LLC belong to?

First Covenant Trust and Advisors, LLC operates in the Legal Services industry.

What technology does First Covenant Trust and Advisors, LLC use?

First Covenant Trust and Advisors, LLC's tech stack includes WordPress, oEmbed, Shopify, Mailchimp, Google Cloud, KnowBe4, Apache and Nginx.

What is First Covenant Trust and Advisors, LLC's email format?

First Covenant Trust and Advisors, LLC's email format typically follows the pattern of FLast@covenanttrustllc.com. Find more First Covenant Trust and Advisors, LLC email formats with LeadIQ.

When was First Covenant Trust and Advisors, LLC founded?

First Covenant Trust and Advisors, LLC was founded in 2011.

First Covenant Trust and Advisors, LLC

Legal ServicesTennessee, United States11-50 Employees

First Covenant Trust & Advisors, LLC operates within the legal services sector, delivering individualized fiduciary support to guide trust administration. Backed by professionals with extensive experience in fiduciary matters as well as related tax, accounting, and legal considerations, the firm provides comprehensive, careful guidance. The organization does not actively invest client assets, which allows it to collaborate with clients' bankers, wealth managers, and other professionals as part of the client's advisory team.

Its typical clients are individuals and families seeking fiduciary oversight that respects established relationships with their financial professionals. By adopting a team-oriented approach, the firm coordinates with those professionals to address trust-related needs without supplanting existing advisory networks. Based in Johnson City, Tennessee, First Covenant Trust & Advisors, LLC is a mid-sized firm.

Insights

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