Maiden Cove Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$122,796,510
Clients
46
Advisors
3
across 3 offices
About
Maiden Cove Capital is a boutique registered investment adviser that serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary investment management, financial planning, investment consulting, qualified retirement plan consulting, and general business consulting services.
Maiden Cove implements customized, asset‑allocation driven portfolios tailored to each client’s objectives, time horizon, liquidity needs, and risk tolerance, generally favoring a buy‑and‑hold approach while employing fundamental and technical analysis as appropriate. The firm may recommend third‑party sub‑advisors or pooled investment vehicles and also offers project‑based investment and business consulting as well as hourly financial planning engagements.
What is distinctive about Maiden Cove is its integration of business advisory services with wealth management—services explicitly described include business recasting/forecasting, valuation and exit planning, and personal financial integration for business owners—alongside participant‑level guidance for qualified retirement plans. The firm operates with a small advisory team and manages roughly $150 million in client assets across a limited number of client relationships, and it discloses that its advisors are licensed to sell insurance products and may receive separate commissions for those sales.
Client services
Expertise
Occupation focus
Fee options
Fixed fees up to $15,000 per project for Investment Consulting, Business Consulting, and Financial Planning Services.
Up to 1.5% per annum (fee may be negotiable based on account size or client relationship)
Hourly consulting fee of $550 per hour for Investment Consulting and Financial Planning Services.
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $3,500. Fee-only: Fee-only investment advisory services based on asset management fees, hourly consulting fees, and fixed fees.
Main office
See office81 Bridge Street
Yarmouth ME 04096
Advisors at this office
1
Offices (3)
Most active in
California · Florida · Maine · Texas
Also doing business as
Maiden Cove Capital · Maiden Cove Capital, 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.
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Advisors at this firm
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