COVE FORT CAPITAL, LLC

Overview

Cove Fort Capital, LLC is a small, privately held advisory firm organized as a limited liability company and owned by an individual. The firm serves individual and family clients, charging fees as a percentage of assets under management and providing portfolio management specifically for individuals and small businesses. In addition to advisory work, the principals operate as an insurance broker and maintain accounting activity, reflecting a hybrid service set that combines investment advice with insurance and tax-adjacent services. Cove Fort does not identify as an active ESG investor and does not present itself as a multi-state or pension consulting adviser.

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Public Holdings

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Location & Offices