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SOUTH COVE FINANCIAL, LLC

· CRD 284554 · IAPD ↗ · southcovefinancial.com · 206-914-4132

$168.4MRegulatory AUM
3Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
December 2025 — SOUTH COVE FINANCIAL, LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
December 2024 — SOUTH COVE FINANCIAL, LLC (location n/a) is newly SEC-registered with $130.0M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.