SourcingSourcing

COVE CAPITAL MANAGEMENT INC.

C41
CRD 284649·SEC 801-108198·BRENTWOOD, TN
AUM
$247.5M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$743K
@ 30% margin
Est. Deal Value
$5.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COVE CAPITAL MANAGEMENT INC.
CRD
284649
SEC file #
801-108198
EIN
—
DBA names
—

Economics

AUM
$247.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$162.9M → $247.5M▲ +52%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
1 advisors → 3 advisors▲ +200%
Primary office
BRENTWOOD TN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
Performance-based feesOther Compensation

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRYANT, DOUGLAS, EDWARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
BRYANT, DOUGLAS, EDWARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4839778
Trust Company Affiliate
No

People (1)

1
BRYANT, DOUGLAS, EDWARD
Direct Owner · 87.5%
4839778