Cone Wealth Management

Overview

Cone Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves both individual and family clients as well as institutional relationships, positioning itself as a capital allocator that combines traditional portfolio management with advisory selection of outside managers. Its advisory services list financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Cone Wealth Management also operates as an insurance broker and does not market itself as an active ESG investor. The firm uses a fees model that includes both percentage-of-AUM and fixed-fee arrangements, reflecting a blend of asset-based relationships and project-based engagements. Cone Wealth Management is registered to operate in Oklahoma and Texas and maintains a single office location.

Assets & Accounts

Investments & Alternatives

Location & Offices