COUTURE FINANCIAL INC.

RIASEC Registered
Total AUM
$28.1M
Discretionary
$27.5M
98% of AUM
Avg account
$260K
Accounts
108
Employees
2
Advisory reps
2

Firm details

Headquarters
SARASOTA, Florida
CRD number
134303
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types
  • HNWI53.64%
  • Individuals46.36%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Couture Financial Inc. is a small, independent registered investment adviser that serves individual and family clients with a mix of investment management and financial planning. The firm operates as a capital allocator and provides discretionary portfolio management alongside non‑discretionary advice, hourly and fixed‑fee planning, and commissionable products through its insurance brokerage activity. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of outside advisers. Investment activity is equity‑centric: the firm’s filings show a clear preference for exchange‑traded equities and separate managed account (SMA) structures. Couture Financial Inc. is not positioned as an ESG‑focused or multi‑state adviser; instead it appears to emphasize liquid public markets for core exposure while retaining the ability to allocate to third‑party alternative managers and insurance products for diversification and income.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 81%, Other 8%, Cash & Cash Equivalents 5%, Non-Exchange Traded Equities 4%, Public Funds/Mutual Funds 2%81%
  • Exchange Traded Equities81%
  • Other8%
  • Cash & Cash Equivalents5%
  • Non-Exchange Traded Equities4%
  • Public Funds/Mutual Funds2%

Contacts

2 of 2
  • M COUTURE

    Vice PresidentCRD 2748244

  • PHILLIP COUTURE

    PresidentCRD 734399

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth