Wright Cove Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$120,661,042
Total clients
41
73% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
21
Average account size
$2,942,952
About
Wright Cove Capital provides fee-only, discretionary investment management to individuals, high net worth individuals, families, and business entities. As of December 31, 2025 the firm reported approximately $120.66 million in discretionary assets under management across 41 client relationships and implements portfolios using individual stocks and bonds, ETFs, mutual funds, closed-end funds, alternatives and options.
The firm blends fundamental and technical analysis with third‑party research and computerized asset‑allocation tools to design diversified portfolios tailored to clients’ objectives, risk tolerance and liquidity needs, and it conducts formal portfolio reviews monthly with client meetings at least annually. Accounts are managed on a discretionary basis and Wright Cove uses unaffiliated custodians—frequently recommending Schwab Institutional—while relying on third‑party valuation data to address valuation conflicts.
Distinctive features include a two‑advisor, boutique structure that manages only discretionary accounts and does not vote proxies on clients’ behalf, leaving proxy decisions to clients and their custodians. The brochure also discloses passive ownership in a separate investment vehicle that invests in startups and real estate (3 Quid LLC) while stating those activities are separate from advisory services, and notes the firm generally does not block client trades, does not use soft‑dollar arrangements, and does not provide additional proprietary account reports beyond custodian statements.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.50% $5,000,001+: 0.35%
Account minimum: $1,000,000 Fee-only: Fees charged on a fee-only basis with no commissions.
Main office location
Wright Cove Capital
15 Baxter Blvd
Portland ME 04101, United States
Number of offices
2
Most active in
Maine · New York · South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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