William James Schatz
Investment adviser representative at Elliott Cove Capital Management
23 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$348.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
23 years in the industry.
- Lincoln Investment Planning, Inc.Jan 2009 to now
- Elliott Cove Capital ManagementMay 2003 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 3 states (AK, TX, WA).
Elliott Cove Capital Management
Legal name: Elliott Cove Capital Management LLC
$348.2MAssets managed
670Clients
12Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2208413
- Firm CRD
- 123636