C
$5.1M Total AUM
$5.1M Disc. AUM
-- 3Y CAGR
2 Employees
78 ADV. Clients
8 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-08-2017
- Office Locations
- 1
Office Locations
67 North 490 West American Fork UT
About Cove Fort Capital, LLC
Cove Fort Capital, LLC is a American Fork-based RIA. The firm has been operating for 8 years. Managing $5.1M in total assets under management, with 2 advisory representatives. They custody assets with Interactive Brokers.
Team overview
27 AVG AGE
$2.6M AVG AUM / ADVISOR
$65.5K AVG AUM / CLIENT
8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
M
Mason Alvin Hardman
FOUNDER, Managing Member
- CRD
- #6829677
- Ownership
- 75% or more
Available
Available
Available
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Skyler Hudson Packard
Portfolio Manager
- CRD
- #7114762
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,109,273 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,109,273 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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