AdvisorCensus / Financial advisors / California / San Jose / Cove
Cove is an SEC-registered investment advisory firm in Santa Clara, CA, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated January 15, 2026.
Quick answers
From the filingHow is Cove compensated?
On its Form ADV (Item 5.E, October 2026), Cove reports these compensation arrangements: a percentage of assets under its management.
What does Cove's brochure say about its fees?
Its Form ADV Part 2A brochure dated January 15, 2026 states: Asset-based fee: 0.8% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Cove located?
Cove's principal office is in Santa Clara, CA, according to its Form ADV.
Is Cove registered with the SEC or a state?
Cove is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329900.
How have Cove's assets and staff changed since 2024?
In the Form ADV data for Cove: Total employees: 5 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Cove serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,127).
Does Cove 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/329900
Does Cove state an account minimum?
Its Form ADV Part 2A brochure dated January 15, 2026 says: "There is no account minimum."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.8% of assets a year
The brochure's wording
The Advisory Fee charged by Cove is a 0.8% fee on assets under management. Cove charges this fee monthly in arrears and defines assets under management for the fee calculation as the average daily balance of assets invested into each of the methodologies outlined in Item 4 over the month for which the fee has accrued.
Cove reserves the right to charge a lower amount than this to clients.
Account minimum: None
The brochure's wording
There is no account minimum.
As stated in the firm's Form ADV Part 2A brochure dated January 15, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Eden Financial Technologies Incorporated
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 5. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
53 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | Not reported | 5 | January 15, 2026 |
| October 2025 | Not reported | 5 | May 21, 2025 |
| October 2024 | Not reported | 5 | September 18, 2024 |
Total employees: 5 in October 2024 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Cove (CRD 329900): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/cove-santa-clara-ca-329900