South Cove Financial, LLC

RIASEC & State Registered
Total AUM
$168M
Discretionary
$168M
100% of AUM
Avg account
$810K
Accounts
208
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
284554
Registered since
November 4, 2024
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals76.31%
  • HNWI23.69%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

South Cove Financial, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm registered with the SEC in 2024 and serves individual and family clients on a percentage-of-AUM fee model. Its advisory scope includes financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting services. South Cove does not present itself as a capital allocator; it also reports an affiliation with an insurance company and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 55%, US Government Bonds 30%, Cash & Cash Equivalents 10%, Investment Grade Corp Bonds 3%, Non-Investment Grade Corp Bonds 2%55%
  • Exchange Traded Equities55%
  • US Government Bonds30%
  • Cash & Cash Equivalents10%
  • Investment Grade Corp Bonds3%
  • Non-Investment Grade Corp Bonds2%

Contacts

3 of 3
  • Michael Sondheim

    Michael Sondheim

    Financial AdvisorCRD 4315025

  • Bryan Knutson

    Bryan Knutson

    Investment Advisor RepresentativeCRD 4327732

  • Carolyn Horadan

    Carolyn Horadan

    Owner and Managing DirectorCRD 4332656

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth