South Cove Financial, LLC
Firm details
- Headquarters
- ,
- CRD number
- 284554
- Registered since
- November 4, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals80.69%
- HNWI19.31%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
South Cove Financial, LLC is an independent registered investment advisor that provides financial planning and portfolio management services primarily for individuals and families. Founded in 2024, the firm operates as a limited liability company and is owned by an individual. It focuses on a fee structure based on a percentage of assets under management, aligning its interests with those of its clients. While the firm does not actively pursue ESG investing, it offers a range of advisory activities tailored to meet the specific needs of its clientele.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities38%
- US Government Bonds30%
- Non-Exchange Traded Equities29%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Carolyn Horadan
Founder & Chief Investment OfficerCRD 4332656
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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