Cove Capital Management Inc. (Brentwood)

Cove Capital Management Inc. is a large advisory firm based in Brentwood. It manages $162.93 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Tennessee.

Cove Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cove Capital Management: assets under management

The assets under management (AUM) of Cove Capital Management Inc. is $162.93 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 63% since the beginning of its operation, and $162.93 million of the total AUM is attributable to clients outside of the United States.

The firm manages $162.93 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $162.93 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cove Capital Management Inc. for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Cove Capital Management serves?

The only and largest group of clients of Cove Capital Management is pooled investment vehicles with 1 clients and $162.93 million of assets under management. Among the 9 most similar advisory firms, Cove Capital Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $162.93 million for 1 clients. 100% of the firm’s clients are foreign persons or businesses.

Cove Capital Management also advises several private funds.

Careers at Cove Capital Management Inc.

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Douglas Edward Bryant	President - chief investment officer -chief compliance officer	1 Jan 2012	75% - 100%	4839778
Heather Elene Garson	Chief compliance officer	1 Sep 2014	Other	4811669
Douglas Edward Bryant	President - chief investment officer and chief compliance officer	1 Sep 2016	75% - 100%	4839778
Jocelyn M Dalkin	Chief compliance officer	1 Mar 2018	Other	6916088

Based in Brentwood

The principal office where Cove Capital Management Inc. performs its advisory services is located at 320 Seven Springs Way, Brentwood, TN 37027, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-517-5540. The normal business hours are 9am-5pm on Monday - Friday.