A complete list of active advisors currently associated with Wright Cove Capital

Warmer can help you find a great advisor at Wright Cove Capital or one who fits your needs even better.

Wright Cove Capital provides fee-only, discretionary investment management to individuals, high net worth individuals, families, and business entities. As of December 31, 2025 the firm reported approximately $120.66 million in discretionary assets under management across 41 client relationships and implements portfolios using individual stocks and bonds, ETFs, mutual funds, closed-end funds, alternatives and options. The firm blends fundamental and technical analysis with third‑party research and computerized asset‑allocation tools to design diversified portfolios tailored to clients’ objectives, risk tolerance and liquidity needs, and it conducts formal portfolio reviews monthly with client meetings at least annually. Accounts are managed on a discretionary basis and Wright Cove uses unaffiliated custodians—frequently recommending Schwab Institutional—while relying on third‑party valuation data to address valuation conflicts. Distinctive features include a two‑advisor, boutique structure that manages only discretionary accounts and does not vote proxies on clients’ behalf, leaving proxy decisions to clients and their custodians. The brochure also discloses passive ownership in a separate investment vehicle that invests in startups and real estate (3 Quid LLC) while stating those activities are separate from advisory services, and notes the firm generally does not block client trades, does not use soft‑dollar arrangements, and does not provide additional proprietary account reports beyond custodian statements.

To learn more about the advisors currently working at Wright Cove Capital, 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.