SANDY COVE ADVISORS, LLC
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
FINTRXOverview
Sandy Cove Advisors, LLC is an independent, SEC-registered RIA organized as an LLC and operating since 2016 under individual ownership. The firm serves both individual/family and institutional clients and provides financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Its fee models include AUM-based fees alongside hourly and fixed-fee engagements. Sandy Cove identifies as a capital allocator, deploying client capital into external managers and pooled products rather than relying solely on in-house proprietary strategies. The firm is not positioned as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds61%
- Exchange Traded Equities22%
- State & Local Bonds9%
- Cash & Cash Equivalents6%
- US Government Bonds1%
Owners & executives
1 of 1KATHERINE SALTONSTALL
Chief Investment OfficerCRD 2432817
Contacts
3 of 3JENNIFER MITCHELL
Managing DirectorCRD 1530276
DEIRDRE PRESCOTT
Founder & PresidentCRD 2311321
Emily Fluke
Client AdvisorCRD 6363269
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$217M in ETFs
94%
$204M
3%
$13.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $30.1M | 46,084 | 13.86% |
Location
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
Similar firms
AEQUITAS INVESTMENT ADVISORS, LLC
RIAHINGHAM, MA
NEW WORLD ADVISORS LLC
RIAHINGHAM, MA
BOSTONPREMIER WEALTH
RIAHINGHAM, MA
ONE CHARLES PRIVATE WEALTH
RIAHINGHAM, MA
AFG Fiduciary Services Limited Partnership
RIAHINGHAM, MA
O.F.O. PARTNERS, LLC
RIAHINGHAM, MA