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
- HNWI53.64%
- Individuals46.36%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
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
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 Equities81%
- Other8%
- Cash & Cash Equivalents5%
- Non-Exchange Traded Equities4%
- Public Funds/Mutual Funds2%
Contacts
2 of 2M COUTURE
Vice PresidentCRD 2748244
PHILLIP COUTURE
PresidentCRD 734399
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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