Elliott Cove Capital Management

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Total assets under management

$307,782,769

Total clients

625

3% high-net worth

Total advisors

of 9 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

Average account size

$492,452

Client services

Portfolio management

Fee options

Fixed

Set up annual fee for SIMPLE IRA plans is $1,000 unless combined household assets exceed $100,000 or prior to March 15, 2024 (grandfathered).

Percentage

$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001+: 1.00% (all assets over $1,000,000)

Commissions

Commission-based compensation possible from insurance and annuity products sold by advisor representatives in their separate capacity as insurance agents, not related to advisory fees.

Other

Account minimum: $25,000 (minimum account size, though firm reserves the right to accept accounts lower than this) Fee-only: Fees based on assets under management; no commissions on advisory fees.

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Elliott Cove Capital Management

1000 Second Avenue, Suite 1440

Seattle WA 98104, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 206-267-2683

Advisors at this firm

Matthew T

Series 65

Anchorage, AK

Elliott Cove Capital Management

Myra R

Series 65

Stanwood, WA

Elliott Cove Capital Management

Tammy K

Series 65

Fairbanks, AK

Elliott Cove Capital Management

Diana S

Series 65

Wasilla, AK

Elliott Cove Capital Management

Ralph C

Series 63, Series 65

Seattle, WA

Elliott Cove Capital Management

William S

CFP®, Series 63, Series 66

Stanwood, WA

Elliott Cove Capital Management

Nikolas G

CFP®, Series 63, Series 65

Federal Way, WA

Elliott Cove Capital Management

Nickola W

Series 63, Series 65

Seattle, WA

Elliott Cove Capital Management

Angedd K

Series 65

Seattle, WA

Elliott Cove Capital Management

Christopher C

Series 65

Seattle, WA

Elliott Cove Capital Management

Vili I

Series 63, Series 65

Anchorage, AK

Elliott Cove Capital Management

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