# Wright Cove Capital

> Wright Cove Capital is an SEC-registered investment advisory firm in Portland, ME, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 26, 2026.

- CRD: 307252
- Filed as: WRIGHT COVE CAPITAL
- Legal name: Wright Cove Capital, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Portland, ME
- Filing period: October 2026
- Form ADV filing dated: January 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307252
- AdvisorCensus page: https://advisorcensus.com/firm/wright-cove-capital-portland-me-307252

## Quick answers

**How is Wright Cove Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Wright Cove Capital reports these compensation arrangements: a percentage of assets under its management.

**Where is Wright Cove Capital located?**
Wright Cove Capital's principal office is in Portland, ME, according to its Form ADV.

**Is Wright Cove Capital registered with the SEC or a state?**
Wright Cove Capital is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 307252.

**How much does Wright Cove Capital manage?**
Wright Cove Capital reports $120,661,042 in regulatory assets under management in its Form ADV filing dated January 26, 2026 (100% discretionary).

**How have Wright Cove Capital's assets and staff changed since 2025?**
In the Form ADV data for Wright Cove Capital: Regulatory assets under management: $100,609,258 in the October 2025 data and $120,661,042 in the October 2026 data, up 20%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wright Cove Capital serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (30); individuals (other than high net worth individuals) (11).

**Which custodians does Wright Cove Capital use?**
Wright Cove Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Wright Cove Capital 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/307252

**What changed in Wright Cove Capital's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $100,609,258 to $120,661,042 (+20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $120,661,042
- Discretionary: $120,661,042
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $8,172,909 |
| High net worth individuals | 30 | $112,488,133 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ME, NY, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wrightcove.com
- wrightcovecapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $100,609,258 | 2 | March 13, 2025 |
| October 2026 | $120,661,042 | 2 | January 26, 2026 |

Regulatory assets under management: $100,609,258 in the October 2025 data and $120,661,042 in the October 2026 data, up 20%.
Total employees: 2 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $100,609,258 to $120,661,042 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wright Cove Capital (CRD 307252): Form ADV filing data as of October 2026.