Couture Financial Inc.

RIAState Registered
Total AUM
$30M
Discretionary
$29.9M
100% of AUM
Avg account
$273K
Accounts
110
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
  • HNWI61.51%
  • Individuals38.49%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 94%, Non-Exchange Traded Equities 2%94%
  • Exchange Traded Equities94%
  • Non-Exchange Traded Equities2%

Contacts

2 of 2
  • Phillip Couture

    Phillip Couture

    PresidentCRD 734399

  • M Couture

    M Couture

    Vice PresidentCRD 2748244

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth