Seattle, WA Second Avenue logo

Seattle, WA Second Avenue Office

Team
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Elliott Cove Capital Management logo

Elliott Cove Capital Management

Team

Firm-wide stats for Elliott Cove Capital Management

Total advisors

12

Across 5 offices

Clients per advisor

49 Typical

Avg AUM per client

$250,531 Very Low

HNW client ratio

5% Very Low

About

Like many multi-team advisers, Elliott Cove Capital Management provides fee-based portfolio management to individual and high‑net‑worth clients, and also advises pension and profit‑sharing plans, trusts, estates, charitable organizations and corporations; the firm additionally notes it serves state and municipal government clients. Its investment services center on continuous asset management using index‑style, allocation-based model portfolios comprised primarily of Dimensional Fund Advisors mutual funds and ETFs, and it provides ERISA 3(21) and 3(38) fiduciary services for employer retirement plans.

Elliott Cove describes a disciplined asset‑allocation philosophy rooted in the efficient‑market hypothesis, with an Investment Committee that sets target allocations, periodic rebalancing, and model‑based discretionary management; custodial and trading services are provided through Axos Advisor Services. The firm emphasizes portfolio management rather than standalone financial planning services, and reviews accounts on a quarterly basis with policies to monitor risk drift and manager selections.

Noteworthy operational details include affiliated insurance activities — advisers may act as insurance agents through Elliott Cove Insurance Agency and Elliott Cove Capital Insurance Agency and may receive commissions and incentive compensation, a conflict the firm discloses and says it manages through written policies. The brochure also highlights other atypical practices for peers (serving government clients, declining to aggregate client trades, participation on Axos’s advisory board, and a policy of not voting client proxies), which can affect how recommendations and account services are executed.

Based on Elliott Cove Capital Management

Expertise

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing

Based on Elliott Cove Capital Management

Occupation focus

Founder/Business Owner

Based on Elliott Cove Capital Management

Location

1000 Second Avenue, Suite 1440

Seattle WA 98104

Advisors at this office

7

Advisors at this office

user avatar

Myra R

Series 65

Seattle, WA

Elliott Cove Capital Management

Myra Reinhardt is a Series 65-credentialed financial advisor with Elliott Cove Capital Management in Seattle, WA, where she has worked since 2005. She has 21 years of industry experience and also has a longstanding affiliation with Coastal Bank since 2004. Reinhardt serves on the board of the Stanwood Camano Food Bank, a community organization in Stanwood, WA. Elliott Cove Capital Management provides fee-based portfolio management to individual and high-net-worth clients as well as pension plans, trusts, charitable organizations, and government entities. The firm employs an asset-allocation approach based on efficient-market theory, managing portfolios primarily with Dimensional Fund Advisors mutual funds and ETFs, and offers fiduciary services under ERISA guidelines.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
user avatar

Ralph C

Series 63, Series 65

Seattle, WA

Elliott Cove Capital Management

Ralph Chiocco Jr. is a financial advisor with Elliott Cove Capital Management in Seattle, WA, holding Series 63 and Series 65 designations and over 20 years of industry experience. He has been with Elliott Cove Capital Management since 2003. Elliott Cove Capital Management provides fee-based portfolio management to individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government clients. The firm employs a disciplined asset-allocation approach using index-style, allocation-based model portfolios primarily composed of Dimensional Fund Advisors mutual funds and ETFs, with quarterly account reviews and fiduciary services for employer retirement plans.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
user avatar

William S

CFP®, Series 63, Series 66

Seattle, WA

Elliott Cove Capital Management

William Schatz is a CFP® with 34 years of industry experience and is affiliated with Elliott Cove Capital Management. He has been with Elliott Cove Capital Management since 2003 and also worked at Lincoln Investment Planning, Inc. since 2009. Outside of his advisory work, he serves as president of the Tacoma Swiss Sportsman Club and is a board member of the Stanwood Camano Community Fair; he also assists with his family’s cattle farming operations. Elliott Cove Capital Management is a multi-team advisory firm providing fee-based portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government clients. The firm employs a disciplined asset-allocation approach rooted in the efficient-market hypothesis, using index-style, allocation-based model portfolios primarily comprised of Dimensional Fund Advisors mutual funds and ETFs.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
user avatar

Nikolas G

CFP®, Series 63, Series 65

Seattle, WA

Elliott Cove Capital Management

Nikolas Grosch is a CFP® professional with nine years of industry experience, currently serving at Elliott Cove Capital Management where he has worked since 2019. Prior to that, he was employed at Dimensional Fund Advisors from 2016 to 2019. Grosch is based in Seattle, WA. Elliott Cove Capital Management provides fee-based portfolio management to individual and high-net-worth clients, as well as pension plans, trusts, charitable organizations, corporations, and government entities. The firm follows a disciplined asset-allocation investment approach centered on index-style, allocation-based model portfolios primarily using Dimensional Fund Advisors mutual funds and ETFs.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
user avatar

Nickola W

Series 63, Series 65

Seattle, WA

Elliott Cove Capital Management

Nickola Whittle is a financial advisor at Elliott Cove Capital Management with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Elliott Cove since 2015. In addition to her advisory role, she owns and operates a bookkeeping and computer assistance business that she manages on weekends. Elliott Cove Capital Management provides fee-based portfolio management primarily for individual and high-net-worth clients, as well as pension plans, trusts, charitable organizations, and government entities. The firm employs a disciplined, index-based asset allocation strategy and offers fiduciary services for employer retirement plans.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
user avatar

Angedd K

Series 65

Seattle, WA

Elliott Cove Capital Management

Angedd Kalsi is a financial advisor at Elliott Cove Capital Management in Seattle, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Elliott Cove, he worked at RSM US and Clobotics Global. Outside of his advisory role, Kalsi is a head coach for the Crossfire Premier Soccer 2009 Girls ECNL-RL Team, a position he has held since 2018. Elliott Cove Capital Management is a multi-team firm serving individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government entities. The firm focuses on disciplined asset-allocation strategies using index-style model portfolios primarily composed of Dimensional Fund Advisors mutual funds and ETFs, providing ERISA fiduciary services and quarterly portfolio reviews.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
user avatar

Christopher C

Series 65

Seattle, WA

Elliott Cove Capital Management

Christopher Chambos is a financial advisor at Elliott Cove Capital Management in Seattle, WA, holding a Series 65 credential with eight years of industry experience. He has been with Elliott Cove since 2016 and also serves as a Retail & Investment Services Manager at Northrim Bank. Elliott Cove Capital Management provides fee-based portfolio management to individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government entities. The firm employs an asset-allocation approach using index-style, allocation-based model portfolios and offers fiduciary services for employer retirement plans.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
View complete list of advisors at this office
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