South Cove Financial, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated December 3, 2025, reports $145M in regulatory assets under management, 3 employees, 2 offices, and 378 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 94.9% of total clients.
Top client categories% of clientsClients
1
Individuals
94.9%
225
2
HNWI
5.1%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$145Mas of December 3, 2025
Discretionary100.0%
$145M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$145M
Total Accounts378
10Y AUM Change+$15M (+11.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee79:1
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.