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.
Horse Cove Partners LLC
Atlanta, GA
CRD 172389
Firm filing updated March 31, 2026 ·
- $106.6MAssets
- 5Advisory staff
- 54Accounts
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
- High net worth individuals25
- Individuals9
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 9 | $1.6 million |
| High net worth individuals | 25 | $23.8 million |
| Banking or thrift institutions | Fewer than 5 clients | $52.3 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $27.9 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $1.1 million |
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
- Financial planning services
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$106.6 million
- Accounts54
- DiscretionaryAll accounts
People
- Employees9
- Advisory staff5
- Broker-dealer reps0
- Licensed insurance agents3
- Planning clients0
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 172389, SEC file 801-130046.
- Registered with the SEC as an investment advisor (status date on record: May 16, 2024).
Is Horse Cove Partners LLC a fiduciary?
Short answer: Horse Cove Partners LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
3 staff are licensed insurance agents.
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.