# Cove Capital Management Inc.

> 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.

- CRD: 284649
- Filed as: COVE CAPITAL MANAGEMENT INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Brentwood, TN
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284649
- AdvisorCensus page: https://advisorcensus.com/firm/cove-capital-management-inc-brentwood-tn-284649

## Quick answers

**How is Cove Capital Management Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Cove Capital Management Inc. reports these compensation arrangements: performance-based fees; other.

**Where is Cove Capital Management Inc. located?**
Cove Capital Management Inc.'s principal office is in Brentwood, TN, according to its Form ADV.

**Is Cove Capital Management Inc. registered with the SEC or a state?**
Cove Capital Management Inc. is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 284649.

**How much does Cove Capital Management Inc. manage?**
Cove Capital Management Inc. reports $247,549,900 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Cove Capital Management Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Cove Capital Management Inc. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Cove Capital Management Inc. report any disciplinary disclosures?**
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

**What changed in Cove Capital Management Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $120,852,464 to $247,549,900 (+105%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $247,549,900
- Discretionary: $247,549,900
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $247,549,900 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $658,422,821 | 1 | March 29, 2021 |
| October 2022 | $289,295,342 | 1 | July 12, 2022 |
| October 2023 | $178,813,726 | 3 | March 14, 2023 |
| October 2024 | $208,780,455 | 3 | March 21, 2024 |
| October 2025 | $120,852,464 | 3 | March 25, 2025 |
| October 2026 | $247,549,900 | 3 | March 26, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $120,852,464 to $247,549,900 (+105%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cove Capital Management Inc. (CRD 284649): Form ADV filing data as of October 2026.