Cote Financial Management

Overview

Cote Financial Management is an independent, owner-operated registered investment adviser that positions itself as a boutique wealth manager focused on individualized financial planning and portfolio management for individuals, families and small-business clients. The firm emphasizes equity-oriented allocations, with a notable tilt toward non-exchange-traded equity holdings. Cote charges clients primarily on a percentage-of-AUM basis and supplements that with hourly fees for planning or consultative work. Its advisory scope centers on financial planning and discretionary or non-discretionary portfolio management for individual and family clients as well as some institutional relationships. Cote is not an active ESG investor and does not operate as a multi-state or related adviser. The firm registered with the SEC in 2024 and is organized as a limited liability company under individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices