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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-24-1999
- Office Locations
- 2
Office Locations
About Cove Wealth Management
Cove Wealth Management is a Houston-based, fee-only RIA providing investment management, financial planning, and its Wealth Coordination processa collaborative, outsourced family office approach that builds and coordinates a familys advisory team. The firm works with affluent individuals and families, often business owners and executives, focused on clear, purpose-driven strategies without product sales or conflicted alliances.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
CORY ALAN MIZELL
Chairman Of The Board, Financial Advisor, General Partner, VICE PRESIDENT
- CRD
- #6698055
- Ownership
- 25% but less than 50%
SARAH ANNE MIZELL
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #5343134
- Ownership
- 25% but less than 50%
Crest unison
Timber harbor
- CRD
- #66334
- Ownership
- 13.1%
Showing 2 of 3 owners & executives
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JENNIFER WARDER MIGDAL
--
- CRD
- #4952120
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $190,117,019 | $615,265 |
| Non-Discretionary | $0 | -- |
| Total | $190,117,019 | $615,265 |
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Separately Managed Accounts
Total SMA Asset: $190,117,019
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,565,732,232 | 17.9% |
| Equity - Exchange | $1,784,409,918 | 20.4% |
| Cash | $2,545,408,265 | 29.1% |
| Municipal Bonds | $2,011,834,711 | 23.0% |
| Equity - OTC | $839,722,313 | 9.6% |
| Total | $8,747,107,439 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION SIGNAL VERTEX | PEAK FUSION | QDQFG06W5 | WHKUU | 1.22% | $79,399,087 |
| VERTEX PIONEER FOUNDATION | MATRIX VERTEX | SHWBH3D1K | BCAFG | 10.42% | $36,431,374 |
| CATALYST MOMENTUM MOMENTUM | PRIME PRIME | SGH12M9EN | HGDE | 2.63% | $70,735,320 |
| HARBOR GLACIER | TIMBER ELEMENT | B2L2IPRKF | WQI | 10.41% | $59,082,501 |
| PEAK ATLAS HORIZON | VALUE BRIDGE | 26CEF1ANN | GVL | 5.27% | $92,592,843 |
| OAK FUSION SIGNAL | LEGACY CREST | WKEJYBJBG | EOQC | 12.13% | $56,548,755 |
| SIGNAL VALUE VECTOR | MOMENTUM MERIDIAN | YFZY04P11 | JEMS | 6.92% | $77,278,938 |
| ALPHA VECTOR VALUE | VECTOR VITAL | EDQKHQB5K | WSII | 2.99% | $40,240,738 |