Cove Fort Capital, LLC logo

Cove Fort Capital, LLC

Updated today
Find your advisor

Client assets under management

$5,109,273

Clients

78

35% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

39

Low

Average account size

$65,504

About

Cove Fort Capital is a small, state‑registered investment adviser managing roughly $5.1 million for about 78 clients with two advisory professionals. It provides discretionary portfolio management to individuals (including high‑net‑worth clients), IRAs, trusts, pension and profit‑sharing plans, and foundations, deploying mutual funds, ETFs, individual equities, fixed‑income and derivative contracts as appropriate.

The firm emphasizes long‑term, customized portfolios constructed from a blend of fundamental, top‑down macro, technical and quantitative analysis, with ongoing monitoring and rebalancing and the ability to pursue tactical allocation shifts when warranted. Risk management is a deliberate focus: the firm may use options, futures and other derivatives principally as hedges or protective strategies rather than for speculative trading.

Notably, Cove Fort maintains the contractual ability to enter performance‑based fee arrangements for qualified or accredited clients—an uncommon feature for firms of this size, though it currently has no such arrangements in place. Senior personnel have advanced finance and accounting credentials, have completed the CFA exam sequence and hold the Series 65, and the firm commonly recommends direct relationships with low‑cost custodians, reflecting an execution‑oriented operating model.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies

Fee options

Percentage

Nominal annual fee up to 2.00% of AUM; fees are negotiable

Performance-based

Performance-based fees may be charged to qualified clients; example given is 30% of capital appreciation in excess of benchmark; fees are negotiable; no current clients on performance-based fees

Other

Account minimum: $750,000 (minimum account size, may be waived at sole discretion) Fee-only: Fee-only basis; no commissions or sales compensation

Main office location

Cove Fort Capital, LLC

67 North 490 West

American Fork UT 84003, United States

Number of offices

1

Most active in

More info

Texas · Utah

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 801-796-2507

Advisors at this firm

Scroll left Scroll right
user avatar

Skyler P

Series 65

American Fork, UT

Cove Fort Capital, LLC

Skyler Packard is a financial advisor at Cove Fort Capital, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Cove Fort Capital since 2019, following a one-year tenure at Key Bank. In addition to his advisory role, Packard has been affiliated with Utah Valley University since 2017. Cove Fort Capital provides discretionary portfolio management and financial planning to individual investors, including high-net-worth clients, as well as IRAs and trusts. The firm employs a research-driven investment process focused on long-term, value-oriented portfolios with an emphasis on small- to mid-cap equities and tactical allocation.

Active portfolio management Options & derivatives strategies
user avatar

Mason H

Series 65

American Fork, UT

Cove Fort Capital, LLC

Mason Hardman is a financial advisor at Cove Fort Capital, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Cove Fort Capital since 2017. Prior to that, he spent a year at Utah Valley University. Cove Fort Capital provides discretionary portfolio management and financial planning to individual investors, including high-net-worth clients, IRAs, and trusts. The firm employs a research-driven investment process focused on long-term, value-oriented portfolios with an emphasis on small- to mid-cap equities and tactical allocation, and it offers performance-based fee arrangements for qualified clients.

Active portfolio management Options & derivatives strategies
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")