SANDY COVE ADVISORS, LLC
SEC RegisteredA boutique financial advisory firm delivering a full spectrum of wealth management services
About the firm
Sandy Cove Advisors is a boutique financial advisory firm delivering a full spectrum of wealth management services, with a focus on investments, financial planning, and family office solutions. The firm works with clients on a confidential basis to tailor personalized solutions aligned with their unique needs and goals, drawing on collective team experience in investments, taxation, and estate planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management services including investment management, financial planning, and family office solutions. Financial planning encompasses tax planning, estate planning, education funding, charitable giving strategies, retirement planning, insurance needs analysis, stock options planning, banking and mortgage counseling, business succession planning, and multi-generational wealth counseling. Also provides customized investment solutions including asset allocation strategy, diversification across asset classes, portfolio stress testing, and ongoing investment strategy reviews.
Who they serve
Individuals and families seeking traditional wealth advisory services or family office solutions, including those with complex financial situations requiring coordination with external advisors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 70 | $33M |
| High Net Worth Individuals | 205 | $650M |
| Charitable Organizations | 2 | $1.1M |
| State/Municipal Entities | 1 | — |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Under $500,000 | 1.25% |
| First $3,000,000 | 1.00% |
| Next $2,000,000 | 0.75% |
| Remaining balance | 0.50% |
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SANDY COVE ADVISORS, LLC 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 the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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