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Elliott Cove Capital Management

Updated today

Client assets under management

$146,310,348

Clients

584

5% high-net-worth

Advisors

11

of 11 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

53

Typical

Average account size

$250,531

About

Like many multi-team advisers, Elliott Cove Capital Management provides fee-based portfolio management to individual and high‑net‑worth clients, and also advises pension and profit‑sharing plans, trusts, estates, charitable organizations and corporations; the firm additionally notes it serves state and municipal government clients. Its investment services center on continuous asset management using index‑style, allocation-based model portfolios comprised primarily of Dimensional Fund Advisors mutual funds and ETFs, and it provides ERISA 3(21) and 3(38) fiduciary services for employer retirement plans.

Elliott Cove describes a disciplined asset‑allocation philosophy rooted in the efficient‑market hypothesis, with an Investment Committee that sets target allocations, periodic rebalancing, and model‑based discretionary management; custodial and trading services are provided through Axos Advisor Services. The firm emphasizes portfolio management rather than standalone financial planning services, and reviews accounts on a quarterly basis with policies to monitor risk drift and manager selections.

Noteworthy operational details include affiliated insurance activities — advisers may act as insurance agents through Elliott Cove Insurance Agency and Elliott Cove Capital Insurance Agency and may receive commissions and incentive compensation, a conflict the firm discloses and says it manages through written policies. The brochure also highlights other atypical practices for peers (serving government clients, declining to aggregate client trades, participation on Axos’s advisory board, and a policy of not voting client proxies), which can affect how recommendations and account services are executed.

Client services

Portfolio management

Expertise

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001+: 1.00% (flat rate for combined assets over $1,000,000)

Other

Account minimum: $25,000 Minimum fee: $1,000 annual startup fee for SIMPLE IRA plans under $100,000, waived once assets exceed $99,999 Fee-only: Investment management fees based on percentage of assets under management; fees negotiable; no commissions

Main office location

Elliott Cove Capital Management

1000 Second Avenue, Suite 1440

Seattle WA 98104, United States

Number of offices

10

Most active in

Alaska · Arizona · California · Idaho · Oregon · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Matthew T

Series 65

Anchorage, AK

Elliott Cove Capital Management

Matthew Thayer is a financial advisor at Elliott Cove Capital Management with two years of industry experience. He holds a Series 65 designation and has prior work experience at Northrim Bank and Grand Canyon University. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and retirement-plan sponsors, emphasizing disciplined asset allocation and diversification through index-type mutual funds and ETFs. The firm offers specialized retirement-plan advising with fiduciary services and operates a multi-office, multi-representative structure.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
user avatar

Myra R

Series 65

Seattle, WA

Elliott Cove Capital Management

Myra Reinhardt is a Series 65-licensed financial advisor with Elliott Cove Capital Management in Stanwood, WA, where she has worked since 2005. She has 20 years of industry experience and has also been affiliated with Coastal Bank since 2004. Reinhardt serves on the board of the Stanwood Camano Food Bank. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and retirement plan sponsors. The firm emphasizes disciplined asset allocation and diversification using index-type mutual funds and ETFs, operating with a factor-oriented investment philosophy overseen by an internal Investment Committee.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
user avatar

Tammy K

Series 65

Fairbanks, AK

Elliott Cove Capital Management

Tammy Kosa is a financial advisor at Elliott Cove Capital Management in Fairbanks, AK, with 19 years of industry experience. She holds a Series 65 designation and has been with Elliott Cove since 2006, alongside a concurrent role at Northrim Bank since 2004. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and pension and profit-sharing plan sponsors. The firm emphasizes disciplined asset allocation and diversification through index-type mutual funds and ETFs, managing portfolios with a factor-oriented, efficient-market philosophy.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
user avatar

Diana S

Series 65

Wasilla, AK

Elliott Cove Capital Management

Diana Soliday is a financial advisor at Elliott Cove Capital Management with 10 years of industry experience. She holds a Series 65 credential and has worked at Elliott Cove since 2015. In addition, she has served as Assistant Branch Manager at Northrim Bank since 2006, where her responsibilities include leadership, branch operations, and loan origination. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and pension and profit-sharing plan sponsors. The firm emphasizes disciplined asset allocation and diversification using index-type mutual funds and ETFs, operating under an efficient-market, factor-oriented investment philosophy.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
user avatar

Ralph C

Series 63, Series 65

Seattle, WA

Elliott Cove Capital Management

Ralph Chiocco is a financial advisor at Elliott Cove Capital Management in Seattle, WA, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Elliott Cove Capital Management since 2003. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and pension and profit-sharing plan sponsors. The firm emphasizes disciplined asset allocation and diversification through index-type mutual funds and ETFs, following an efficient-market, factor-oriented investment philosophy, and offers specialized retirement-plan advising including ERISA 3(21) co-fiduciary and 3(38) discretionary investment-manager services.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
user avatar

William S

CFP®, Series 63, Series 66

Seattle, WA

Elliott Cove Capital Management

William Schatz is a CFP® professional with 34 years of experience in the financial services industry. He has been with Elliott Cove Capital Management since 2003 and also has a long tenure at Lincoln Investment Planning, Inc. Since 2018, he has assisted with his wife’s cattle-raising farm and is involved in community organizations, serving as a board member of the Stanwood Camano Community Fair and as president of the Tacoma Swiss Sportsman Club. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and retirement plan sponsors. The firm uses a disciplined, factor-oriented investment approach centered on diversified index-type mutual funds and ETFs, with specialized services for institutional retirement plans including ERISA 3(21) and 3(38) fiduciary engagements.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
user avatar

Nikolas G

CFP®, Series 63, Series 65

Seattle, WA

Elliott Cove Capital Management

Nikolas Grosch is a CFP® with nine years of industry experience, currently serving at Elliott Cove Capital Management since 2019. His prior roles include positions at Dimensional Fund Advisors and Pathways Financial Partners. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and retirement plan sponsors, emphasizing disciplined asset allocation and diversification through index-type mutual funds and ETFs. The firm maintains a multi-office structure with a specialized institutional retirement-plan practice offering 3(21) and 3(38) fiduciary services.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
user avatar

Nickola W

Series 63, Series 65

Seattle, WA

Elliott Cove Capital Management

Nickola Whittle is a financial advisor at Elliott Cove Capital Management with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Elliott Cove since 2015. Outside of her advisory role, she owns and operates a bookkeeping and computer assistance business that she manages on weekends. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and retirement plan sponsors. The firm emphasizes disciplined asset allocation and diversification using index-type mutual funds and ETFs, operating under an efficient-market, factor-oriented investment philosophy.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
user avatar

Angedd K

Series 65

Seattle, WA

Elliott Cove Capital Management

Angedd Kalsi is a financial advisor with Elliott Cove Capital Management in Seattle, WA, holding a Series 65 credential and beginning his advisory career in 2025. Prior to joining Elliott Cove, he worked at RSM US and has been involved in coaching youth soccer for several years. He currently serves as head coach for a girls' soccer team with Crossfire Premier. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and retirement plan sponsors. The firm emphasizes disciplined asset allocation and diversification using index-type mutual funds and ETFs, operating with a factor-oriented investment philosophy overseen by an internal committee.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
user avatar

Christopher C

Series 65

Seattle, WA

Elliott Cove Capital Management

Christopher Chambos is a financial advisor with Elliott Cove Capital Management, holding a Series 65 designation and seven years of industry experience. He has worked at Elliott Cove since 2016 and concurrently holds a management position at Northrim Bank in Anchorage, Alaska. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and retirement plan sponsors, emphasizing disciplined asset allocation and diversification through index-type mutual funds and ETFs. The firm offers specialized retirement-plan advising, including ERISA 3(21) co-fiduciary and 3(38) discretionary investment-manager services.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
user avatar

Vili I

Series 63, Series 65

Anchorage, AK

Elliott Cove Capital Management

Vili Isaloi is a financial advisor at Elliott Cove Capital Management with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of his advisory role, he assists his nephew with special needs through Hearts and Hands of Care, a personal care assistant activity. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and retirement plan sponsors. The firm emphasizes disciplined asset allocation and diversification, primarily using index-type mutual funds and ETFs, and maintains a specialized institutional retirement-plan practice offering fiduciary services.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
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