South Cove Financial, LLC

Overview

South Cove Financial, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2024. The firm focuses on financial planning and portfolio management for individuals and small businesses, operating under a percentage-of-assets fee model. Ownership is indicated as individual-owned, and the client base is primarily individual and family investors. Service and operating scope appear narrow and client-focused: South Cove delivers planning and discretionary portfolio services rather than institutional or pension consulting. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser or a related adviser. An industry affiliation with an insurance company is noted, which aligns with the firm’s use of annuities among its product set.

Assets & Accounts

Public Holdings

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Location & Offices