{"url":"https://nivawealth.com/firms/cove-capital-management-284649","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/284649","regulatoryAum":247549900,"crd":"284649","history":[{"filedOn":"2021-03-29","regulatoryAum":658422821,"clients":1,"employees":1,"offices":1},{"filedOn":"2022-07-12","regulatoryAum":289295342,"clients":1,"employees":1,"offices":1},{"filedOn":"2023-03-14","regulatoryAum":178813726,"clients":1,"employees":3,"offices":1},{"filedOn":"2024-03-21","regulatoryAum":208780455,"clients":1,"employees":3,"offices":1},{"filedOn":"2025-03-25","regulatoryAum":120852464,"clients":2,"employees":3,"offices":1},{"filedOn":"2026-03-26","regulatoryAum":247549900,"clients":1,"employees":3,"offices":1}],"secFileNumber":"801-108198","legalName":"Cove Capital Management Inc.","displayName":"Cove Capital Management","slug":"cove-capital-management-284649","website":null,"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Delaware corporation","fiscalYearEnd":"December","headquarters":{"street":"7003 Chadwick DR., Suite 360","city":"Brentwood","state":"TN","stateName":"Tennessee","country":"United States","postalCode":"37027"},"tradeNames":[],"registration":{"secApproved":"5 August 2016","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":3,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":247549900,"discretionary":247549900,"discretionaryAccounts":1,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":100,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":1,"regulatoryAum":247549900}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Cove Capital Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Douglas Bryant","title":"President - Chief Investment Officer and Chief Compliance Officer","crd":"4839778"}],"ownership":[{"label":"Douglas Bryant","detail":"President - chief investment officer and chief compliance officer in the 75% or more ownership band and a control person, since September 2016."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Tennessee","offices":1,"addresses":[{"street":"7003 Chadwick DR., Suite 360","city":"Brentwood","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"615-730-7410","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":0},"sources":{"adv1FilingDate":"26 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/284649/PDF/284649.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Cove Capital Management have?","answer":"Cove Capital Management has 1 client and manages $248 million for them, as of March 2026. They include 1 pooled investment vehicle.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Cove Capital Management offer?","answer":"Cove Capital Management provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Cove Capital Management have?","answer":"Cove Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cove Capital Management?","answer":"Cove Capital Management’s direct owner is Douglas Bryant (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cove Capital Management get paid?","answer":"Cove Capital Management is paid through performance-based fees and other compensation. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Cove Capital Management?","answer":"Cove Capital Management’s main office is at 7003 Chadwick DR., Suite 360, Brentwood, TN 37027. Its phone number is 615-730-7410.","source":"Form ADV Part 1A, Item 1.F, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}