RIA Intel›Advisers›Utah›COVE FORT CAPITAL, LLC

COVE FORT CAPITAL, LLC

Advisory

AMERICAN FORK, UT

Data as of Jun 26, 2026 · Source: SEC Form ADV

Average account

$66K

across 78 accounts

AUM per adviser

$3M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 26, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients78

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, TX, UT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

78 clients

27 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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