{
  "crd_number": 284649,
  "slug": "cove-capital-management-inc-brentwood-tn-284649",
  "primary_business_name": "COVE CAPITAL MANAGEMENT INC.",
  "legal_name": "COVE CAPITAL MANAGEMENT INC.",
  "dbas": [],
  "city": "Brentwood",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "34980",
  "metro": {
    "cbsa_code": "34980",
    "common_name": "Nashville",
    "msa_name": "Nashville-Davidson--Murfreesboro--Franklin, TN",
    "path": "/advisors/tn/nashville"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-08-05",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 247549900.0,
  "raum_discretionary": 247549900.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 247549900.0,
      "count": 1
    }
  },
  "compensation_types": [
    "other",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TN"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/284649",
  "city_as_filed": "BRENTWOOD",
  "url": "https://advisorcensus.com/firm/cove-capital-management-inc-brentwood-tn-284649",
  "display_name": "Cove Capital Management Inc.",
  "summary": "Cove Capital Management Inc. is an SEC-registered investment advisory firm in Brentwood, TN, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.",
  "citation": "AdvisorCensus. Cove Capital Management Inc. (CRD 284649): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Cove Capital Management Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Cove Capital Management Inc. reports these compensation arrangements: performance-based fees; other."
    },
    {
      "q": "Where is Cove Capital Management Inc. located?",
      "a": "Cove Capital Management Inc.'s principal office is in Brentwood, TN, according to its Form ADV."
    },
    {
      "q": "Is Cove Capital Management Inc. registered with the SEC or a state?",
      "a": "Cove Capital Management Inc. is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 284649."
    },
    {
      "q": "How much does Cove Capital Management Inc. manage?",
      "a": "Cove Capital Management Inc. reports $247,549,900 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary)."
    },
    {
      "q": "How have Cove Capital Management Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Cove Capital Management Inc.: Regulatory assets under management: $658,422,821 in the October 2021 data and $247,549,900 in the October 2026 data, down 62%. Total employees: 1 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Cove Capital Management Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Does Cove Capital Management Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284649"
    },
    {
      "q": "What changed in Cove Capital Management Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $120,852,464 to $247,549,900 (+105%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 658422821.0,
      "total_employees": 1,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 289295342.0,
      "total_employees": 1,
      "filing_date": "2022-07-12"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 178813726.0,
      "total_employees": 3,
      "filing_date": "2023-03-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 208780455.0,
      "total_employees": 3,
      "filing_date": "2024-03-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 120852464.0,
      "total_employees": 3,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 247549900.0,
      "total_employees": 3,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $120,852,464 to $247,549,900 (+105%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/cove-capital-management-inc-brentwood-tn-284649.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 247549900.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/284649",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}