Overview
Assets Under Management: $145 million
High-Net-Worth Clients: 12
Average Client Assets: $2 million
Frequently Asked Questions
SOUTH COVE FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #284554), SOUTH COVE FINANCIAL, LLC is subject to fiduciary duty under federal law.
SOUTH COVE FINANCIAL, LLC serves 12 high-net-worth clients according to their SEC filing dated August 06, 2025. View client details ↓
According to their SEC Form ADV, SOUTH COVE FINANCIAL, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SOUTH COVE FINANCIAL, LLC manages $145 million in client assets according to their SEC filing dated August 06, 2025.
According to their SEC Form ADV, SOUTH COVE FINANCIAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 19.31
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 237
Discretionary Accounts: 237
Regulatory Filings
CRD Number: 284554
Filing ID: 2008239
Last Filing Date: 2025-08-06 18:19:00
Website: 0