Cove Fort Capital, LLC

Overview

Cove Fort Capital, LLC is a small, privately held investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and focuses on portfolio management for individuals and small businesses. In addition to advisory services, the business operates in adjacent roles as an insurance broker and an accountant, suggesting clients may receive integrated financial, tax, and insurance support alongside investment management. Fee arrangements include a percentage-of-assets-under-management component and performance-based fees. The firm is not positioned as a multi-state adviser or a capital allocator, and it does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices