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Couture Financial Inc.

Couture Financial Inc.. CRD 134303

Couture Financial Inc. logo

CRD: 134303

Couture Financial Inc.

Sarasota, FL, 34236
9413663551
www.couturefinancial.com
$28.1M Total AUM
$27.5M Disc. AUM
-- 3Y CAGR
2 Employees
44 ADV. Clients
21 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
PioneerElement +more
Established Date
06-02-2005
Office Locations
1

Office Locations

1800 2ND St. Suite 881 Sarasota FL

About Couture Financial Inc.

Couture Financial is a boutique Sarasota, FL RIA that builds personalized financial roadmaps for individuals focused on retirement. The firm combines tactical asset management with retirement planning and portfolio development, aiming to simplify complex investment choices and provide ongoing guidance. Public filings show a strong ETF orientation and custody relationships that include Charles Schwab—useful for product and platform alignment.

Team overview

-- AVG AGE
$14.0M AVG AUM / ADVISOR
$638.6K AVG AUM / CLIENT
20.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age

Insights

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Asset Classes

Ember Capital Delta value Element meridian

Client Personas

Frontier momentum Beacon unison

Custodian

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Fund Managers

Delta

Investment Themes

Delta element Focus Zenith fusion Vertex Ridge timber Capital

Investment Vehicles

Optima pioneer Eagle unison

Services

Pioneer Meridian insight Oak Radial radial Frontier insight Frontier Zenith value Radial atlas Insight Insight timber

Technology

Focus Optima alpha Insight insight Quantum

Owner & Executives

P

PHILLIP QUINN COUTURE

Chief Compliance Officer, Chief Executive Officer, President

CRD
#734399
Ownership
75% or more
(417) 492-7056
ridge.frontier@bridgecapital.com
in linkedin.com/in/meridian-element
M LANCE COUTURE

M LANCE COUTURE

VICE PRESIDENT

CRD
#2748244
Ownership
10% but less than 25%
(800) 221-6998
foundation.north@meridiancapital.com
in linkedin.com/in/matrix-vertex

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-13-2010
09-08-2011
06-06-2012
Category Assets AVG. Account size
Discretionary $27,480,848 $151,065
Non-Discretionary $617,012 $29,500
Total $28,097,860 $135,870

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Separately Managed Accounts

Total SMA Asset: $28,097,860

$28.1M Total SMA
Equity - Exchange:
26.3%
Other:
23.0%
Cash:
14.0%
Equity - OTC:
7.7%
Public Funds:
29.0%
Asset class Assets Assets %
Equity - Exchange $1,940,819,620 26.3%
Other $1,697,294,724 23.0%
Cash $1,033,135,919 14.0%
Equity - OTC $568,224,756 7.7%
Public Funds $2,140,067,261 29.0%
Total $7,379,542,280 100.0%

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