Couture Financial Inc.
Firm details
- Headquarters
- Sarasota, Florida
- CRD number
- 134303
- Website
- www.couturefinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- HNWI61.51%
- Individuals38.49%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Couture Financial Inc. is an independent, individually owned registered investment adviser operating as a corporation. The firm focuses on wealth services for individuals and families and combines advisory work with insurance brokerage. Its advice suite includes financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Compensation is mixed: percentage-of-AUM fees alongside hourly and fixed fees, and the firm also earns commissions (consistent with its insurance brokerage activity). Couture identifies as a capital allocator, which means it places client capital with third-party managers where appropriate. The adviser does not position itself as an ESG-focused manager and is not identified as a multi-state adviser in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities94%
- Non-Exchange Traded Equities2%
Contacts
2 of 2
Phillip Couture
PresidentCRD 734399

M Couture
Vice PresidentCRD 2748244
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sarasota, FL
Sarasota
Location
Sarasota, FL
Headquartered in Sarasota, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- Sarasota
- Address
- 1800 2nd St
- Time zone
- ET (UTC-5)
- Office locations
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