A complete list of active advisors currently associated with South Cove Financial, LLC

Warmer can help you find a great advisor at South Cove Financial, LLC or one who fits your needs even better.

South Cove Financial, LLC is an SEC-registered investment adviser that works with individuals, high‑net‑worth families, trusts, retirement and education accounts, and private entities. The firm provides comprehensive financial planning and ongoing portfolio management on both discretionary and non‑discretionary bases, and also accepts requests for limited‑scope consulting and third‑party asset management. The firm’s investment process uses fundamental and technical analysis and constructs portfolios across equities, fixed income, ETFs and alternative vehicles to align with each client’s goals and risk tolerance; investment decisions are generally executed on a discretionary basis. South Cove’s stated strategy may include passive and actively managed funds as well as positions in new issues and pre‑IPO shares, high‑yield and convertible securities, and illiquid alternative investments such as hedge funds, private equity and real estate partnerships. Compared with peers of similar size, South Cove discloses an active role in insurance planning—providing life insurance and annuity advice that can be implemented on a commission or non‑commission basis—which indicates involvement in the insurance distribution channel alongside advisory services. The brochure also shows the firm manages roughly $130 million in discretionary assets (as of 09/25/2024) with a three‑advisor team and documents its brokerage, soft‑dollar practices and Code of Ethics to address potential conflicts and coordinate with clients’ other professional advisers.

To learn more about the advisors currently working at South Cove Financial, 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.