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SOUTH COVE FINANCIAL, LLC

CRD 284554 · SEC 801-131362

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$145.0M

Discretionary AUM

$145.0M

Team

3 total employees; 3 advisory reps

Clients

101-250

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2025-12-03

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals225$117.0M
High net worth individuals12$28.0M

All web addresses on file

Official SEC filing: View on IAPD