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Firm profile

Crystal Cove Asset Management

NEWPORT BEACH, CACRD 289810Registration Status: ApprovedEffective since April 16, 2026Latest ADV March 16, 2026

Crystal Cove Asset Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated March 16, 2026, reports $135M in regulatory assets under management, 2 employees, 2 offices, and 280 accounts.

Assets Under Management
$135M
Employees
2
Offices
2 offices
Total Clients
91
Primary office
NEWPORT BEACH, CA
620 NEWPORT CENTER DRIVE, SUITE 1100, NEWPORT BEACH, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOMark T. Bonds
CIOMark T. Bonds

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 51.6% of total clients.
Top client categories% of clientsClients
1
Individuals
51.6%
47
2
HNWI
38.5%
35
3
Pension Plans
4.4%
4
4
Charitable
4.4%
4
5
Corporations
1.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$135Mas of March 16, 2026
Discretionary99.9%
$135M
100% of total RAUM99.9%
Non-discretionary0.1%
$109K
0% of total RAUM0.1%
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$135M
Total Accounts280
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee46:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.