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Private fund adviser · Brentwood, TN

Cove Capital Management Inc.

SEC-registered investment adviser · CRD 284649 · SEC 801-108198

At a glance

Cove Capital Management Inc. is an SEC-registered investment adviser based in Brentwood, Tennessee, with $248 million in regulatory assets under management as of its Form ADV filed March 26, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 3,812th of 4,686 private fund advisers and 11,142nd of 17,210 SEC-registered advisers by assets.

Main office 615-730-7410As filed on Form ADV

Regulatory AUM
$248M
Rank among private fund advisers
#3,812 of 4,686
Rank among all SEC RIAs
#11,142 of 17,210
Rank in Tennessee
#148 of 227
Clients
1
Accounts
1
Discretionary
100% of AUM
Employees
3
Advisory staff
3
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Cove Capital Management Inc.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

No broker-dealer ties

Other RIAs with no broker-dealer ties

Who it serves

Client typeClientsRegulatory AUMShare
Pooled investment vehicles1$248M100%

Disciplinary disclosures

Cove Capital Management Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for pooled investment vehicles

How it’s paid

  • Performance-based fees
  • Other

AtlasMembers

The full record on Cove Capital Management Inc.

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 9 years of filings
Locked
Growth over one, three and five years
Locked
Rank against 1,890 peers of its type and size
Locked
Owners and executives, with titles and stakes
1 namedLocked
Main office, fax and compliance officer
Locked
Filing changes this year, with alerts
1Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Cove Capital Management Inc. manage?

Cove Capital Management Inc. reports $248 million in regulatory assets under management across 1 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 26, 2026.

What kind of firm is Cove Capital Management Inc.?

Cove Capital Management Inc. is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.

Who are Cove Capital Management Inc.’s clients?

By assets, its largest client types are pooled investment vehicles ($248 million, 1 clients).

Does Cove Capital Management Inc. have any disciplinary history?

Cove Capital Management Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Cove Capital Management Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →