Overview
Assets Under Management: $121 million
Headquarters: PORTLAND, ME
High-Net-Worth Clients: 30
Average Client Assets: $4 million
Frequently Asked Questions
WRIGHT COVE CAPITAL 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 #307252), WRIGHT COVE CAPITAL is subject to fiduciary duty under federal law.
WRIGHT COVE CAPITAL is headquartered in PORTLAND, ME.
WRIGHT COVE CAPITAL serves 30 high-net-worth clients according to their SEC filing dated January 26, 2026. View client details ↓
According to their SEC Form ADV, WRIGHT COVE CAPITAL offers portfolio management for individuals. View all service details ↓
WRIGHT COVE CAPITAL manages $121 million in client assets according to their SEC filing dated January 26, 2026.
According to their SEC Form ADV, WRIGHT COVE CAPITAL serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.23
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 82
Discretionary Accounts: 82
Regulatory Filings
CRD Number: 307252
Filing ID: 2036733
Last Filing Date: 2026-01-26 15:49:08