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- Custodian
- Interactive Brokers ยท Prudential
- Clients
- Retail
- Platforms
- BridgeAlpha
- Established Date
- 06-04-2015
- Office Locations
- 1
Office Locations
About Covato Capital Management, LLC
Covato Capital Management is an independent advisory firm serving aerospace professionals, institutions, and high-net-worth individuals with comprehensive financial planning and portfolio management. The team builds research-driven, custom models that extend beyond traditional stocks and bonds into areas like commodities and derivatives, with a focus on drawdown protection (cash buffers, hedging, and occasional leveraged ETFs). Its Financial Control Center aggregates client accounts for real-time planning and monitoring.
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Owner & Executives
CHRISTOPHER PHILLIP COVATO
Chief Compliance Officer, Managing Member, Registered Representative
- CRD
- #1993414
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Michel Bethea
--
- CRD
- #7006846
Tony Robert Gordon
Partner
- CRD
- #6880563
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,409,026 | -- |
| Non-Discretionary | $802,381 | -- |
| Total | $16,211,407 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,211,407
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | $1,674,977,091 | 34.7% |
| Equity - Exchange | $1,501,204,252 | 31.1% |
| Public Funds | $1,650,841,974 | 34.2% |
| Total | $4,827,023,317 | 100.0% |