David Robert Whaley
Investment adviser representative at Horse Cove Partners LLC
13 yearsExperience
1 stateRegistered in
$106.6MFirm assets
2 yearsFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Horse Cove Partners LLCMar 2024 to now
- Combined InsuranceSep 2023 to now
- Bear Capital ManagementDec 2022 to Feb 2024
- Principal Life Insurance CompanyAug 2021 to Dec 2022
- Principal Securities IncAug 2021 to Dec 2022
- Minnesota Life Insurance CoOct 2018 to Aug 2021
- Securian Financial Services IncSep 2018 to Aug 2021
- Shoemaker FinancialSep 2018 to Aug 2021
- Lifetime FitnessJan 2018 to Oct 2020
- State FarmJan 2018 to Oct 2018
- TravelAug 2017 to Dec 2017
- The Memphis Country ClubMay 2016 to Aug 2017
- Arlington Community SchoolsSep 2014 to May 2017
- University of MemphisAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TN).
Horse Cove Partners LLC
$106.6MAssets managed
40Clients
6Advisers
2 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
- 7013866
- Firm CRD
- 172389