{"url":"https://nivawealth.com/firms/wright-cove-capital-307252","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/307252","regulatoryAum":120661042,"crd":"307252","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4576989","suffix":null,"lastName":"Leinwand","firstName":"Eric","middleName":"Justin"},{"crd":"4435865","suffix":null,"lastName":"TOKARSKI","firstName":"CASS","middleName":"ISTVAN"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-03-13","regulatoryAum":100609258,"clients":39,"employees":2,"offices":2},{"filedOn":"2026-01-26","regulatoryAum":120661042,"clients":41,"employees":2,"offices":2}],"secFileNumber":"801-132151","legalName":"Wright Cove Capital, LLC","displayName":"Wright Cove Capital","slug":"wright-cove-capital-307252","website":"https://wrightcovecapital.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/307252/ac09b16d03d3934f-r1.webp","tone":"light","width":844,"height":200,"sourceUrl":"https://www.wrightcovecapital.com","sourceLabel":"Wright Cove Capital, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"15 Baxter BLVD","city":"Portland","state":"ME","stateName":"Maine","country":"United States","postalCode":"04101"},"tradeNames":[],"registration":{"secApproved":"12 March 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2942952.2439024393,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":120661042,"discretionary":120661042,"discretionaryAccounts":82,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":11,"regulatoryAum":8172909},{"label":"High-net-worth individuals","clients":30,"regulatoryAum":112488133}],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T16:32:28.619201+00:00","documents":[{"name":"PART 2A:  FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003990","versionId":1003990,"submittedOn":"2026-01-26"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":120661042}],"custodyNote":"Wright Cove Capital does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Cass Tokarski","title":"Member and Chief Compliance Officer","crd":"4435865"},{"name":"Eric Leinwand","title":"Member","crd":"4576989"}],"ownership":[{"label":"Cass Tokarski","detail":"Member and chief compliance officer in the 50% to 75% ownership band and a control person, since December 2019."},{"label":"Eric Leinwand","detail":"Member in the 50% to 75% ownership band and a control person, since April 2020."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Maine","offices":1,"addresses":[{"street":"15 Baxter BLVD","city":"Portland","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"207-400-1392","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":20},{"label":"U.S. government/agency bonds","percent":18},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":5},{"label":"Cash and cash equivalents","percent":5},{"label":"Other","percent":50,"detail":"Etfs and Non-Government Sponsored Mortgage Backed Securities."}],"privateFunds":0},"sources":{"adv1FilingDate":"26 January 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/307252/PDF/307252.pdf","brochureDate":"26 January 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003990","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Wright Cove Capital have?","answer":"Wright Cove Capital has 41 clients and manages $121 million for them, as of January 2026. They include 30 high-net-worth individuals and 11 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 January 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Wright Cove Capital offer?","answer":"Wright Cove Capital provides portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Wright Cove Capital use?","answer":"Wright Cove Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $121M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 January 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Wright Cove Capital have?","answer":"Wright Cove Capital has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 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":"What does Wright Cove Capital invest in?","answer":"At the end of its last fiscal year, Wright Cove Capital’s separately managed accounts held 50% other, 20% exchange-traded equities, 18% U.S. government and agency bonds, 5% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents, 1% state and local bonds and 1% investment grade corporate bonds. The 50% other category is described as: Etfs and Non-Government Sponsored Mortgage Backed Securities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Wright Cove Capital?","answer":"Wright Cove Capital’s direct owners are Cass Tokarski (50% to 75%) and Eric Leinwand (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 26 January 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Wright Cove Capital get paid?","answer":"Wright Cove Capital is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees 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 Wright Cove Capital?","answer":"Wright Cove Capital’s main office is at 15 Baxter BLVD, Portland, ME 04101. Its phone number is 207-400-1392. Its website is wrightcovecapital.com.","source":"Form ADV Part 1A, Item 1.F, filed 26 January 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."}