South Cove Financial, LLC

RIASEC & State Registered

Total AUM

$168M

Discretionary

$168M

100% of AUM

Avg account

$810K

Accounts

208

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 284554
Registered since: November 4, 2024
Website: www.southcovefinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Individuals76.31%
HNWI23.69%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

South Cove Financial, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm registered with the SEC in 2024 and serves individual and family clients on a percentage-of-AUM fee model. Its advisory scope includes financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting services. South Cove does not present itself as a capital allocator; it also reports an affiliation with an insurance company and does not identify as an active ESG investor.