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Capital Cove Bancorp LLC (Rancho Cucamonga)


Capital Cove Bancorp LLC is a mid-sized advisory firm based in Rancho Cucamonga. It manages $62 million of regulatory assets for 78 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California and North Carolina.

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Capital Cove Bancorp provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutional clients, and reo real estate and mortgage portfolios. It prepares financial plans for more than 25 clients. On top of advisory services, the firm also engages as reo financial services.

Capital Cove Bancorp: assets under management

The assets under management (AUM) of Capital Cove Bancorp LLC is $62 million. The firm's AUM has grown by 59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $45 million in discretionary accounts and $17 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $750 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $944.44 thousand.
Capital Cove Bancorp has custody of $45 million in cash and securities for 45 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Capital Cove Bancorp LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Rancho Cucamonga

The principal office where Capital Cove Bancorp LLC performs its advisory services is located at 9481 Haven Avenue, Rancho Cucamonga, CA 91730 The mailing address of the firm is 4590 Macarthur Boulevard, Newport Beach, CA 92660. An additional office of the firm is in Ontario, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 909-457-8440 or by fax 877-639-6650. The normal business hours are 8am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at capitalcove.com.


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