Cove Fort Capital, LLC

Cove Fort Capital, LLC (CRD# 289204) is a financial advisory firm headquartered in American Fork, UT. They manage $6,417,425 in 75 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

67 North 490 West, American Fork, UT 84003

http://www.covefortcapital.com

By the Numbers

Total Assets Under Management

6

MILLION
Total Number of Accounts

75

ACCOUNTS
Average Account Value

$85,566

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)
Performance-based fees

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

TX, UT

Financial Advisors at Cove Fort Capital, LLC

Showing 1 - 2 of 2 top financial advisors.

Mason A. Hardman

CRD#: 6829677

67 North 490 West, American Fork, UT 84003

Mason Hardman (CRD# 6829677) is an Investment Advisor Representative working at Cove Fort Capital, LLC in American Fork, UT and has over 6 years of experience in the finance industry.

Skyler H. Packard

CRD#: 7114762

67 North 490 West, American Fork, UT 84003

Skyler Packard (CRD# 7114762) is an Investment Advisor Representative working at Cove Fort Capital, LLC in American Fork, UT and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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