CONE WEALTH MANAGEMENT

Overview

Cone Wealth Management is an independent registered investment adviser operating as a limited liability company and run by an individual owner. The firm acts as a capital allocator for both individual and family clients as well as select institutional or small-business relationships. Its advisory mix centers on financial planning and discretionary portfolio management for individuals and small businesses, with additional services that include pension consulting and selection of outside advisers. Cone also operates as an insurance broker, which it integrates into client planning and risk-transfer solutions. Investment activity is weighted toward public pooled vehicles—mutual funds and other collective public funds—while the firm also sources third‑party managers for alternative exposure, primarily in real estate. Cone charges a combination of percentage-of-AUM and fixed fees. The firm does not position itself as an active ESG investor and is not organized as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices