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Vice President and Chairman of the Board · Cove Wealth Management

Cory A. Mizell

CRD 6698055 · Named on Form ADV at one SEC-registered adviser

At a glance

Cove Wealth Management, an SEC-registered wealth manager based in Houston, TX with $190 million in regulatory assets, lists Cory A. Mizell on its Form ADV as Vice President and Chairman of the Board, a control person.

Firms and roles

  • Cove Wealth ManagementVice President and Chairman of the BoardWealth manager · Houston, TX · $190M in regulatory assets

AtlasMembers

Cory’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Sarah A. MizellPresident, Chief Compliance Officer, and Secretary of the Board, Cove Wealth Management
  • Malcolm S MorrisPartner, Business Counsel, Cove Wealth Management

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cory’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.