A complete list of active advisors currently associated with Cove Fort Capital, LLC
Warmer can help you find a great advisor at Cove Fort Capital, LLC or one who fits your needs even better.
Cove Fort Capital provides ongoing, fee-only discretionary portfolio management to individuals, retirement accounts, trusts, foundations and similar clients under an Investment Management Agreement; the firm notes a $750,000 account minimum that may be waived in certain circumstances. Services include portfolio construction and implementation across mutual funds, ETFs, individual equities, fixed income and derivative contracts, with fee billing typically deducted by the custodian. The firm favors long-term investment horizons and combines fundamental, technical and quantitative research — including a proprietary securities-analysis methodology — to tailor portfolios and determine timing and allocations; portfolios are actively monitored and rebalanced and the adviser generally avoids short-term speculative strategies. Cove Fort Capital may use options, futures and other derivatives (including leveraged ETFs if authorized) primarily as hedges rather than for speculation, and it may employ tactical allocation alongside a value-oriented emphasis. What is atypical for a firm of this size is that Cove Fort Capital may enter performance-based fee arrangements for accredited or otherwise qualified clients; the brochure sets out a 20% fee on capital appreciation, assessed quarterly with a high‑water mark and a four‑quarter look‑back, although it currently reports no client performance‑fee arrangements. The firm also operates with modest regulatory AUM (about $5.1 million) and two advisory professionals, and the founder maintains part‑time accounting and IRS tax‑preparation activities that the brochure says are available to clients but are not required.
To learn more about the advisors currently working at Cove Fort Capital, LLC, 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 |
|---|---|---|
American Fork, UT
| 9
| |
American Fork, UT
| 7
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)