South Cove Financial, LLC
South Cove Financial, LLC is an SEC-registered mass-market adviser with $145.0M assets under management (AUM, regulatory AUM), +12% over one year. See who owns South Cove Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284554, SEC 801-131362, data through 2025-12-03.
- AUM (assets under management / regulatory AUM)
- $145.0M (2025-12-03)
- Firm type
- Mass-Market Adviser
- Employees
- 3
- Clients
- 237
- CRD
- 284554
- Ownership
- HORADAN, CAROLYN, MARIE
How much AUM does South Cove Financial, LLC have?
South Cove Financial, LLC reported $145.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-12-03).
Who owns South Cove Financial, LLC?
Disclosed owners and executives of South Cove Financial, LLC include HORADAN, CAROLYN, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.