Wright COVE Capital
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About the firm
Wright Cove Capital operates on a simple premise: that experienced, qualified, independent advisors are best positioned to offer sound investment advice. The firm is independently owned and operated, beholden only to its clients—not to the quotas, products, and overhead of a bottom line-motivated parent firm. Wright Cove's founders built successful careers on Wall Street, earning hands-on experience in trading, risk management and investment analysis at some of the world's largest financial institutions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wright Cove Capital offers Wealth Management, Tax-Aware Investing, Portfolio Risk Management, Retirement and Education Planning, Estate and Legacy Strategies, and Cash Management.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 11 | $8.2M |
| High Net Worth Individuals | 30 | $112M |
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1 million | 1.00% |
| $1,000,001 - $5,000,000 | 0.50% |
| Over $5,000,000 | 0.35% |
Data as of January 26, 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. Wright COVE Capital 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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