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COVATO CAPITAL MANAGEMENT, LLC

Advisory

FL

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in FL
#2,054
of 2,610 advisers by AUM
Average account
$295K
across 55 accounts
AUM per adviser
$5M
3 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM
$16M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
4
Assets Under Management
Total AUM$16M
Discretionary AUM$15M
Non-Discretionary AUM$802K
Discretionary %95.1%
Total Clients29
Team
Total Employees4
Investment Advisers3
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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