Unclaimed Profile

Karl Joseph Eggerss

COVENANT MULTI-FAMILY OFFICES, LLC·SAN ANTONIO, Texas

Series 6, Series 7, Series 63, Series 6520 years registeredCOVENANT MULTI-FAMILY OFFICES, LLC

4372 N. LOOP 1604W, SAN ANTONIO, TX 78249CRD# 2634722Firm CRD# 152651

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Karl Joseph Eggerss · SAN ANTONIO, TX

Registration

CRD #2634722 · COVENANT MULTI-FAMILY OFFICES, LLC · 20 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Oct 2021 – present

COVENANT

Jun 2019 – Nov 2021

Boerne, TX

EGGERSS CAPITAL MANAGEMENT

Feb 2010 – Dec 2019

BOERNE, TX

DANIEL FRISHBERG FINANCIAL SERVICES, INC.

Aug 2006 – Jan 2010

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · August 2, 2006

Years registered · 20

Disclosure History

2006Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

COVENANT MULTI-FAMILY OFFICES, LLC

CRD 152651 · SEC 801-71043

AUM

$2.1B

Regulatory assets under management

Employees

1,889 client accounts

Services offered by COVENANT MULTI-FAMILY OFFICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at COVENANT MULTI-FAMILY OFFICES, LLC →

Introduction

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Frequently Asked Questions

What services does Karl Joseph Eggerss offer?

Karl Joseph Eggerss specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Karl Joseph Eggerss's credentials?

Karl Joseph Eggerss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karl Joseph Eggerss located?

Karl Joseph Eggerss is based in SAN ANTONIO, Texas, working with COVENANT MULTI-FAMILY OFFICES, LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.

How does Karl Joseph Eggerss charge for services?

Karl Joseph Eggerss's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COVENANT MULTI-FAMILY OFFICES, LLC?

COVENANT MULTI-FAMILY OFFICES, LLC has approximately 38 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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