ELLIOTT COVE CAPITAL MANAGEMENT
Firm details
- Headquarters
- SEATTLE, Washington
- CRD number
- 123636
- Registered since
- August 23, 2004
- Website
- www.elliottcove.com
- Custodians
- AXOS CLEARING LLC, AMERICAN TRUST COMPANY
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans41.47%
- Individuals23.01%
- HNWI19.02%
- Corporations / Businesses13.8%
- Charitable Organizations2.71%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Elliott Cove Capital Management is a privately owned investment adviser that provides portfolio management to individuals, families, small businesses and institutions. The firm charges fees based on a percentage of assets under management and also operates as an insurance broker, which it integrates into client solutions through insurance products and annuities. Elliott Cove does not identify as an active ESG investor and is not registered as a multi-state adviser. Investment activity centers on managed, discretionary portfolios with a heavy reliance on public funds and mutual funds as the principal vehicles for market exposure. The firm uses third-party real estate managers for alternative exposure and supplements core public-fund allocations with insurance-based products when appropriate for clients’ risk, income or liability-management objectives.
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
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Contacts
3 of 11DIANA SOLIDAY
Investment Adviser RepresentativeCRD 6462871
RALPH CHIOCCO
President, Chairman Of The BoardCRD 3210599
Angedd Kalsi
InternCRD 8077928
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SEATTLE, WA
KING
Location
SEATTLE, WA
Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KING
- Address
- 1000 2nd Ave
- Time zone
- PT (UTC-8)
- Office locations
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