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Crystal Cove Asset Management

Updated today

Client assets under management

$124,436,046

Clients

82

43% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

41

Typical

Average account size

$1,517,513

About

Crystal Cove Asset Management advises individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, foundations and other institutions. The firm provides discretionary portfolio management, pension consulting and financial planning, and it also delivers advisory services for annuity sub‑accounts and legacy annuity relationships.

The firm combines fundamental, technical and charting analysis and implements both long‑ and short‑term strategies, including tactical fixed income, ETFs (noting use of precious metals, commodities and cryptocurrency ETFs), options strategies and structured products. CCAM generally seeks discretionary authority to implement client strategies and discloses the use of derivatives and options trading within separately managed accounts.

What is notable relative to peers is the firm’s in‑house use of derivatives and options within managed accounts and structured‑product strategies rather than relying on third‑party money managers. The brochure also discloses that CCAM serves as broker‑of‑record for certain legacy annuity business and provides ongoing advisory oversight of annuity sub‑accounts, arrangements that are highlighted in its disclosures.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Concentrated stock management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

Fee options

Fixed

$1,500 to $10,000 fixed fee for financial planning

Percentage

1.50% annually

Main office location

Crystal Cove Asset Management

620 Newport Center Drive, Suite 1100

Newport Beach CA 92660, United States

Number of offices

3

Most active in

California · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Mark B

Series 66

Newport Beach, CA

Crystal Cove Asset Management

Mark Bonds is a financial advisor at Crystal Cove Asset Management with 19 years of industry experience. He holds the Series 66 designation and has worked at Crystal Cove since 2017, following ten years at LPL Financial and a two-year period at Lyft. Outside of his advisory role, Mr. Bonds is a 50% owner and principal of Crystal Cove Realty Advisors, LLC, where he provides financial support and assists in management. Crystal Cove Asset Management is a California-registered adviser serving individuals, foundations, and retirement plans with customized portfolio management and financial planning. The firm employs a range of investment strategies, including the use of derivatives, options, and structured products, managing approximately $90 million across 66 client relationships.

Concentrated stock management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
user avatar

Elias H

Series 66

Newport Beach, CA

Crystal Cove Asset Management

Elias Hakimian is a financial advisor at Crystal Cove Asset Management with 24 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Crystal Cove Asset Management since 2005. Outside of his advisory role, he provides real estate consulting and analysis as a consultant for Coastal Realty and is a partial owner of CEEK Holdings LLC. Crystal Cove Asset Management is a California-registered firm serving individuals, foundations, and retirement plans with portfolio management, financial planning, and pension consulting. The boutique firm manages approximately $90 million across about 66 client relationships, employing customized strategies that include equities, ETFs, tactical fixed income, derivatives, and structured products.

Concentrated stock management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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