South COVE Financial, LLC
SEC RegisteredAbout the firm
South Cove Financial (SCF) is an investment advisory firm whose advisors bring institutional-quality expertise to a diverse mix of clients. The team collectively has decades of experience in wealth advisory, portfolio management, retirement planning, and financial education.
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, portfolio management, retirement planning, income and legacy planning, IRA and 401k/403b rollover strategies, estate planning, wealth preservation, family legacy planning, Medicare/long-term care planning, and financial education.
Who they serve
Families, high net worth and ultra-high net worth clients, retirement plan participants, young investors, philanthropic finance committees, and charity boards.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 225 | $117M |
| High Net Worth Individuals | 12 | $28M |
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $2,000,000 | 1.55% |
| $2,000,001 - $5,000,000 | 1.40% |
| Over $5,000,001 | 1.30% |
Data as of December 3, 2025 · 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. South COVE Financial, 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.
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