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Maiden Cove Capital

Updated today

Client AUM

$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

Financial planning Portfolio management Pension consulting
General business and investment consulting

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General tax planning

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees up to $15,000 per project for Investment Consulting, Business Consulting, and Financial Planning Services.

Percentage

Up to 1.5% per annum (fee may be negotiable based on account size or client relationship)

Project-based

Hourly consulting fee of $550 per hour for Investment Consulting and Financial Planning Services.

Other

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 office

81 Bridge Street

Yarmouth ME 04096

Advisors at this office

1

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

Advisors at this firm

user avatar

Thomas C

CFP®

Tampa, FL

Maiden Cove Capital

Thomas Collins is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Maiden Cove Capital, where he has worked since 2026. Prior to this, he spent six years at Raymond James Financial and four years at Capital Investment Advisors. Maiden Cove Capital is a boutique registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, asset-allocation driven portfolios and integrates business advisory services with wealth management for its clients.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General tax planning Founder/Business Owner Executive
user avatar

Damien S

CFP®, Series 66

Cape Elizabeth, ME

Maiden Cove Capital

Damien Saccani is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Maiden Cove Capital since 2020. His prior experience includes roles at Morgan Stanley, GWM Advisors, LLC, and Merrill. Outside of his advisory work, he manages a family investment partnership with commercial property interests in Arizona. Maiden Cove Capital is a boutique registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on customized, asset-allocation driven portfolios with a buy-and-hold approach and integrates business advisory services with wealth management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General tax planning Founder/Business Owner Executive
user avatar

Andrew S

Series 65

Yarmouth, ME

Maiden Cove Capital

Andrew Snider is a financial advisor at Maiden Cove Capital with five years of industry experience. He holds a Series 65 designation and has worked at firms including Fidelity Investments and National Financial Services LLC. He is also involved with AS Consulting, LLC. Maiden Cove Capital is a boutique registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, asset-allocation driven portfolios combined with business advisory services such as valuation and exit planning, managing approximately $150 million in client assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General tax planning Founder/Business Owner Executive
View complete list of advisors at this firm
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