COVATO CAPITAL MANAGEMENT, LLC

COVATO CAPITAL MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 173956). Regulatory assets under management: $16.2M.

Registration

• CRD: 173956
• Type: Registered investment adviser
• Phone: (239) 330-1375
• Latest filing: 2026-03-25
• Regulatory AUM: $16.2M
• Discretionary AUM: $15.4M
• Non-discretionary AUM: $802K
• Clients: 4
• Accounts: 55

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173956 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search