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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-25-2022
- Office Locations
- 1
Office Locations
About Hidden Cove Wealth Management
Hidden Cove Wealth Management is a Bainbridge Island-based RIA. The firm has been operating for 4 years. Managing $403.5M in total assets under management, with 6 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Reported data analysis
What the numbers show
Between March 26, 2025 and February 3, 2026, reported AUM increased 20.4%, from $335.2M to $403.5M.
Across 5 reported observations, AUM increased 267.5% between October 28, 2022 and February 3, 2026, from $109.8M to $403.5M.
Of the latest reported AUM, 98.7% is discretionary and 1.3% is non-discretionary.
The firm reports 6 advisory representatives and 322 clients, or 53.7 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on February 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
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- Investment Vehicles
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Owner & Executives
SHANE DALE DIR
INVESTMENT ADVISOR REPRESENTATIVE, PRINCIPAL, Wealth Advisor
- CRD
- #5167781
- Ownership
- 75% or more
RON EUGENE ELZIG
INVESTMENT ADVISOR REPRESENTATIVE, Managing Director, PRINCIPAL
- CRD
- #2040931
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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Chad Bearden
Wealth Advisor
- CRD
- #7481663
JORDAN ANTHONY BINGHAM
Wealth Advisor
- CRD
- #6725950
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $398,216,457 | $378,173 |
| Non-Discretionary | $5,290,737 | $188,955 |
| Total | $403,507,194 | $373,272 |
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Separately Managed Accounts
SMA allocation detail is available
Hidden Cove Wealth Management has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.