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Partner, Business Counsel · Cove Wealth Management

Malcolm S Morris

CRD 7521655 · 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 Malcolm S Morris on its Form ADV as Partner, Business Counsel.

Firms and roles

AtlasMembers

Malcolm’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
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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
  • Cory A. MizellVice President and Chairman of the Board, 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 Malcolm’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.