RIA · CRD 284554SEC-Registered

Updated:

South Cove Financial

SOUTH COVE FINANCIAL, LLC is an SEC-registered investment adviser since 2024. The firm manages approximately $145 million in regulatory assets.

South Cove Financial

SOUTH COVE FINANCIAL, LLC is an SEC-registered investment adviser since 2024. The firm manages approximately $145 million in regulatory assets. It has 3 employees and 3 investment advisers.

General information

Firm type

RIA

Frequently asked questions

Which sectors does South Cove Financial typically target?

Based on the firm's private wealth mandate, capital flows to venture-stage technology companies, real estate, and private equity across a range of industries. Without public disclosures or a formal website, no specific sector exclusions or thematic focuses are documented.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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