Sandy Cove Advisors, LLC

RIASEC RegisteredEst. 2016

Total AUM

$685M

Discretionary

$655M

96% of AUM

Avg account

$648K

Accounts

1,057

Employees

8

Advisory reps

4

Firm details

Headquarters: Hingham, Massachusetts
CRD number: 152482
Registered since: April 22, 2016
Website: sandycoveadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI94.95%
Individuals4.79%
Pension & Profit Sharing Plans0.17%
Charitable Organizations0.08%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Sandy Cove Advisors, LLC is an independent, owner-operated registered investment adviser that became SEC-registered in 2016. The firm serves both individual and family clients as well as institutional accounts, providing financial planning, portfolio management for individuals and small businesses, and the selection and oversight of outside managers. It describes itself as a capital allocator and bills clients via a mix of percentage-of-AUM, hourly, and fixed fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds61%
Exchange Traded Equities22%
State & Local Bonds9%
Cash & Cash Equivalents6%
US Government Bonds1%

Owners & executives

1 of 1

Katherine Saltonstall
Chief Investment OfficerCRD 2432817

Contacts

3 of 3

Jennifer Mitchell
Managing DirectorCRD 1530276
Deirdre Prescott
Founder & PresidentCRD 2311321
Emily Fluke
Client AdvisorCRD 6363269

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 70

Active vs passive

$264M in ETFs

Passive

93%

$247M

Active

3%

$17.7M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE S&P 500 ETF (IVV)	BlackRock	Passive	Large Blend	$33.7M	44,954	12.73%

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Primary office

Hingham, MA

Plymouth

Location

Hingham, MA

Headquartered in Hingham, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area: Boston-Worcester-Providence, MA-RI-NH-CT
Region: Northeast
County: Plymouth
Address: 37 Derby St
Time zone: ET (UTC-5)
Office locations

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