Cove Capital Management Inc
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Overview
Cove Capital Management Inc is a financial advisor company located in Brentwood, Tennessee. Cove Capital Management Inc handles $178.8 million in total assets throughout one client account, making it a mid-tier firm in the nation by assets under management (AUM). The firm has a small team, including 3 financial advisors. Cove Capital Management Inc is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments such as equities, bonds and options.
Cove Capital Management Inc oversees all of the firm's accounts on a discretionary basis. Discretionary management means that transaction decisions are made by a portfolio manager without needing to seek client consent. The company oversees about $178.8 million for each account. An average advisor at Cove Capital Management Inc oversees fewer than one client account, placing it among the most personalized firms in the country.
The firm's headquarters is at 7003 Chadwick Dr., Brentwood, Tennessee 37027. Cove Capital Management Inc is legally registered to serve investors in the state of Tennessee.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cove Capital Management Inc by the Numbers
$178.8 million
3
1
$178.8 million
Fee Structure
Fees for financial management typically are based on which services are provided. Fees charged by Cove Capital Management Inc can consist of any blend of the following fee types: performance-based or other. The company does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
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Offered by 26% of firms
Performance-based
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Offered by 10% of firms
Other
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
The firm works with pooled investment vehicles. Cove Capital Management Inc's largest client type by number of accounts is pooled investment vehicles. Around 100% of its customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Cove Capital Management Inc does not have any disclosures.
Please visit its Form ADV for more details.
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