{
  "crd_number": 152482,
  "slug": "sandy-cove-advisors-llc-hingham-ma-152482",
  "primary_business_name": "SANDY COVE ADVISORS, LLC",
  "legal_name": "SANDY COVE ADVISORS, LLC",
  "dbas": [],
  "city": "Hingham",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-04-22",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": 684905062.0,
  "raum_discretionary": 654770497.0,
  "raum_non_discretionary": 30134565.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 8,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 580459.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 32835448.0,
      "count": 70
    },
    "pension_profit_sharing": {
      "raum": 1143112.0,
      "count": 2,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 650346043.0,
      "count": 205
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT",
    "FL",
    "MA",
    "NH",
    "NY",
    "TX",
    "VT"
  ],
  "websites": [
    "https://facebook.com/SANDY-COVE-ADVISORS-LLC-1481767135376301",
    "https://linkedin.com/company/sandy-cove-advisors-llc",
    "https://sandycoveadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/152482",
  "city_as_filed": "HINGHAM",
  "url": "https://advisorcensus.com/firm/sandy-cove-advisors-llc-hingham-ma-152482",
  "display_name": "Sandy Cove Advisors, LLC",
  "summary": "Sandy Cove Advisors, LLC is an SEC-registered investment advisory firm in Hingham, MA, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.",
  "citation": "AdvisorCensus. Sandy Cove Advisors, LLC (CRD 152482): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Sandy Cove Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sandy Cove Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Sandy Cove Advisors, LLC located?",
      "a": "Sandy Cove Advisors, LLC's principal office is in Hingham, MA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Sandy Cove Advisors, LLC registered with the SEC or a state?",
      "a": "Sandy Cove Advisors, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 152482."
    },
    {
      "q": "How much does Sandy Cove Advisors, LLC manage?",
      "a": "Sandy Cove Advisors, LLC reports $684,905,062 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (96% discretionary)."
    },
    {
      "q": "How have Sandy Cove Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Sandy Cove Advisors, LLC: Regulatory assets under management: $317,545,232 in the October 2021 data and $684,905,062 in the October 2026 data, up 116%. Total employees: 8 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Sandy Cove Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (205); individuals (other than high net worth individuals) (70); pension and profit sharing plans (but not the plan participants or government pension plans) (2)."
    },
    {
      "q": "Which custodians does Sandy Cove Advisors, LLC use?",
      "a": "Sandy Cove Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Sandy Cove Advisors, LLC 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/152482"
    },
    {
      "q": "What changed in Sandy Cove Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $581,668,473 to $684,905,062 (+18%). Employees performing advisory functions went from 7 to 4."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 317545232.0,
      "total_employees": 8,
      "filing_date": "2021-03-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 387595689.0,
      "total_employees": 8,
      "filing_date": "2022-05-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 362707334.0,
      "total_employees": 9,
      "filing_date": "2023-09-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 486390746.0,
      "total_employees": 9,
      "filing_date": "2024-03-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 581668473.0,
      "total_employees": 8,
      "filing_date": "2025-02-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 684905062.0,
      "total_employees": 8,
      "filing_date": "2026-03-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $581,668,473 to $684,905,062 (+18%).",
        "Employees performing advisory functions went from 7 to 4."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/sandy-cove-advisors-llc-hingham-ma-152482.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 70,
      "fewer_than_5": false,
      "raum": 32835448.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 205,
      "fewer_than_5": false,
      "raum": 650346043.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 1143112.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 580459.0
    }
  ],
  "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/152482",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}