Cass Istvan Tokarski
Investment Adviser Representative at Wright COVE Capital
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Cass Istvan Tokarski is an investment adviser representative with Wright COVE Capital in Hilton Head, SC, where they have been registered since 2020. They have worked in the securities industry since 2003 and have been registered with 5 firms, including Cantor Fitzgerald & Co. and RBS Securities Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in South Carolina.
Registrations & licenses
- Investment adviser:
- South Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Cantor Fitzgerald & CoJun 2014 – Nov 2018New York, NY
- Wright COVE Capital, LLCDec 2019 – no end date reportedHilton Head, SC
- Research & Develop Business PLANDec 2018 – Dec 2019New Canaan, CT
- 3 QUID LLCSep 2020 – no end date reportedYarmouth, ME
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Wright COVE Capital
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $1,000,000 (waivable)
- First $1 million1.00%
- $1,000,001 - $5,000,0000.50%
- Over $5,000,0000.35%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wright Cove Capital offers Wealth Management, Tax-Aware Investing, Portfolio Risk Management, Retirement and Education Planning, Estate and Legacy Strategies, and Cash Management.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Portland, ME
- SEC file number:
- 801-132151
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of January 26, 2026
View full firm profileOther advisors at Wright COVE Capital
1 other advisor in the directory
View Wright COVE Capital firm profileSimilar advisors in Hilton Head, SC
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cass Istvan Tokarski has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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