Crystal Cove Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$124,436,046
Clients
82
Advisors
2
of 2 employees
About
Crystal Cove Asset Management advises individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, foundations and other institutions. The firm provides discretionary portfolio management, pension consulting and financial planning, and it also delivers advisory services for annuity sub‑accounts and legacy annuity relationships.
The firm combines fundamental, technical and charting analysis and implements both long‑ and short‑term strategies, including tactical fixed income, ETFs (noting use of precious metals, commodities and cryptocurrency ETFs), options strategies and structured products. CCAM generally seeks discretionary authority to implement client strategies and discloses the use of derivatives and options trading within separately managed accounts.
What is notable relative to peers is the firm’s in‑house use of derivatives and options within managed accounts and structured‑product strategies rather than relying on third‑party money managers. The brochure also discloses that CCAM serves as broker‑of‑record for certain legacy annuity business and provides ongoing advisory oversight of annuity sub‑accounts, arrangements that are highlighted in its disclosures.
Client services
Expertise
Fee options
$1,500 to $10,000 fixed fee for financial planning
1.50% annually
Main office
620 Newport Center Drive, Suite 1100
Newport Beach CA 92660
Advisors at this office
2
Most active in
California · Texas
Also doing business as
Crystal Cove Asset Management · Crystal Cove Asset Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Mark B
Series 66
Newport Beach, CA
Crystal Cove Asset Management
Mark Bonds is a financial advisor at Crystal Cove Asset Management with 19 years of industry experience. He holds the Series 66 designation and has worked at Crystal Cove since 2017, following ten years at LPL Financial and a two-year period at Lyft. Outside of his advisory role, Mr. Bonds is a 50% owner and principal of Crystal Cove Realty Advisors, LLC, where he provides financial support and assists in management. Crystal Cove Asset Management is a California-registered adviser serving individuals, foundations, and retirement plans with customized portfolio management and financial planning. The firm employs a range of investment strategies, including the use of derivatives, options, and structured products, managing approximately $90 million across 66 client relationships.
Elias H
Series 66
Newport Beach, CA
Crystal Cove Asset Management
Elias Hakimian is a financial advisor at Crystal Cove Asset Management with 24 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Crystal Cove Asset Management since 2005. Outside of his advisory role, he provides real estate consulting and analysis as a consultant for Coastal Realty and is a partial owner of CEEK Holdings LLC. Crystal Cove Asset Management is a California-registered firm serving individuals, foundations, and retirement plans with portfolio management, financial planning, and pension consulting. The boutique firm manages approximately $90 million across about 66 client relationships, employing customized strategies that include equities, ETFs, tactical fixed income, derivatives, and structured products.
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