Sandy Cove Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hingham, MA. Its latest Form ADV filing, dated March 23, 2026, reports $685M in regulatory assets under management, 8 employees, 1 office, and 1,057 accounts.
Assets Under Management
$685M
Employees
8
Offices
1 office
Total Clients
278
Primary office
HINGHAM, MA
37 DERBY STREET, SUITE 5, HINGHAM, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 73.7% of total clients.
Top client categories% of clientsClients
1
HNWI
73.7%
205
2
Individuals
25.2%
70
3
Pension Plans
0.7%
2
4
Charitable
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$685Mas of March 23, 2026
Discretionary95.6%
$655M
96% of total RAUM95.6%
Non-discretionary4.4%
$30M
4% of total RAUM4.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$685M
Total Accounts1,057
10Y AUM Change+$533M (+349.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee35:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.