A complete list of active advisors currently associated with Couture Financial Inc.
Warmer can help you find a great advisor at Couture Financial Inc. or one who fits your needs even better.
Couture Financial provides customized investment management and financial planning primarily for individual and high‑net‑worth clients, and also serves trusts, estates, and retirement plan participants. The firm manages client assets through mutual funds, ETFs, stocks, bonds, REITs and variable product subaccounts and reported about $29.99 million in assets under management as of June 30, 2026. The firm employs both fundamental and technical analysis with a tactical allocation emphasis, monitoring proprietary market indicators and adjusting exposures — including moving incrementally to cash when conditions warrant. Couture Financial manages accounts on a discretionary or non‑discretionary basis, offers retirement and rollover advice as a fiduciary, and may engage sub‑advisors for specialized management when appropriate. Notably, the firm’s advisors are licensed insurance agents and Couture operates an independent insurance agency, so insurance product recommendations can generate commissions — a practice the brochure highlights and distinguishes from typical advisory firms that do not earn commissions. The firm’s recent ADV amendments disclose a change of custodian to Charles Schwab, updated AUM figures, and the acceptance of a small PPP loan, and it discloses the use of external portfolio managers and related compensation considerations when recommending sub‑advisors.
To learn more about the advisors currently working at Couture Financial Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Sarasota, FL
| 20
| |
Sarasota, FL
| 45
|
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