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COVE CAPITAL MANAGEMENT INC.

BRENTWOOD, TN · CRD 284649 · IAPD ↗ · 615-730-7410

$247.5MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
April 2026 — COVE CAPITAL MANAGEMENT INC. reported RAUM up 105% ($120.9M -> $247.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
April 2025 — COVE CAPITAL MANAGEMENT INC. reported RAUM down 42% ($208.8M -> $120.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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