$145.0M Total AUM
$145.0M Disc. AUM
-- 3Y CAGR
3 Employees
237 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Prudential
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-01-2016
- Office Locations
- 1
Office Locations
-- Henderson NV
About South Cove Financial, LLC
South Cove Financial is a boutique, founder-led private wealth firm in Henderson, NV providing financial planning and portfolio management for individuals and entrepreneurs. Led by Carolyn Horadan, the team uses math-based analysis and cost-benefit decision support, drawing on institutional research to build tailored portfolios. Implementation includes ETFs and core fixed income/equities; custody includes Schwab.
Team overview
-- AVG AGE
$48.3M AVG AUM / ADVISOR
$611.8K AVG AUM / CLIENT
10.2 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
CAROLYN MARIE HORADAN
Chief Compliance Officer, Managing Member, Private Wealth Manager
- CRD
- #4332656
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $145,000,000 | $383,598 |
| Non-Discretionary | $0 | -- |
| Total | $145,000,000 | $383,598 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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