Alder Cove Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$13,743,899
Total clients
30
27% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
30
Average account size
$458,130
About
Alder Cove Capital, LLC is an independent registered investment adviser that provides investment advisory and financial planning services to individual and high‑net‑worth clients. The firm offers ongoing portfolio management on both a discretionary and non‑discretionary basis, comprehensive financial planning, and shorter hourly consultation engagements.
The adviser’s stated investment approach emphasizes minimizing fees, promoting diversification, long‑term thinking, and simplicity, with each client served by a tailored Investment Policy Statement. Recommendations are generally limited to mutual funds, equities, fixed income, ETFs (including gold and precious‑metal ETFs) and Treasury‑inflation‑protected securities, and the firm may use model portfolios or Betterment Advisor Solutions’ preferred ETF mixes for certain clients.
Noteworthy characteristics include a relatively small practice managing roughly $10.4 million for about 25 clients and a principal who holds the CFA designation and serves in volunteer governance at a credit union while maintaining outside employment. The firm explicitly acknowledges fiduciary status for plan and IRA work, offers both short‑term planning engagements and an extended planning-plus‑management relationship, and discloses the occasional use of higher‑risk strategies (short sales, margin, and options) that are less common for firms of this size.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Tax-loss harvesting
Passive / index investing
Occupation focus
Founder/Business Owner
Fee options
Up to $10,000 for Full Service Planning, calculated as hourly rate times expected hours
0.50% annually
$300 per hour
Account minimum: $100,000
Main office location
Alder Cove Capital, LLC
Tukwila WA, United States
Number of offices
1
Most active in
Alder Cove Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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