SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Crystal Cove Asset Management
Newport Beach, CA
Crystal Cove Asset Management, LLC, CRD 289810
Firm filing updated March 16, 2026 ·
- $135.2MAssets
- 2Advisory staff
- 280Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals47
- High net worth individuals35
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 47 | $13.8 million |
| High net worth individuals | 35 | $110.7 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $6.3 million |
| Charitable organizations | Fewer than 5 clients | $4.0 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $487,651 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Pension consulting services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Assets and accounts
- Regulatory assets$135.2 million
- Accounts280
- Discretionary$135.1 million · 277 accounts
- Non-discretionary$109,438 · 3 accounts
People
- Employees2
- Advisory staff2
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Crystal Cove Asset Management, LLC SEC-registered investment advisor. CRD 289810, SEC file 801-135864.
- Registered with the SEC as an investment advisor (status date on record: April 16, 2026).
Is Crystal Cove Asset Management a fiduciary?
Short answer: Crystal Cove Asset Management is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.