Cove Capital Management Inc.

Overview

Cove Capital Management Inc. is a small, owner-operated advisory firm that provides discretionary portfolio management to individuals and small businesses. The firm charges fees based on a percentage of assets under management and focuses its work on customized equity exposure and mutual fund allocations rather than broad ESG or institutional pension mandates. Cove Capital appears to run concentrated, tradable portfolios — favoring exchange-traded instruments and separately managed account structures — and positions itself to serve a handful of higher-net-worth households rather than mass-market clients. It is a single-state adviser and does not present as a multi-state or institutional consultant.

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Public Holdings

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Location & Offices