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Cass Istvan Tokarski

Investment adviser representative at Wright Cove Capital
12 yearsExperience
1 stateRegistered in
$120.7MFirm assets
1 yearFirm in business

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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

12 years in the industry.

  1. 3 Quid LLCSep 2020 to now
  2. Wright Cove Capital, LLCDec 2019 to now
  3. Research & Develop Business PlanDec 2018 to Dec 2019
  4. Cantor Fitzgerald & CoJun 2014 to Nov 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001
  • Series 65 · Uniform Investment Adviser Law2019

State registrations

Registered as an investment adviser representative in 1 state (SC).

Wright Cove Capital

Legal name: Wright Cove Capital, LLC

$120.7MAssets managed
41Clients
2Advisers
1 yearIn 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
4435865
Firm CRD
307252
Advisor's SEC record (opens in a new tab)
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