Hidden Cove Wealth Management, Llc
- Regulatory AUM
- $404M
- Discretionary
- $398M
- Clients
- 322
- Avg AUM / client
- $1.3M
- Accounts
- 1,081
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 192 | $63.7M | 15.8% |
| High net worth individuals | 81 | $264M | 65.3% |
| Pension and profit sharing plans | 49 | $76.2M | 18.9% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Car Pros 401(k) Profit Sharing Plan Car Pros Automotive Group, Inc | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ron Eugene Elzig | Principal/Investment Advisor Representative | Feb 2022 (5y) | 10% – 25% | |
| Shane Dale Dir | Principal/Investment Advisor Representative | Feb 2022 (5y) | 75% or more | |
| Ashley Kristin Goggins | Chief Compliance Officer | Mar 2022 (4y) | Less than 5% | |
| Chad Bearden | Registered representative | Mar 2022 (4y) | ||
| Jordan Anthony Bingham | Registered representative | Mar 2022 (4y) | ||
| Jonathan Nollan Magee | Registered representative | Mar 2022 (4y) | ||
| Andrew Nicholas Turner | Registered representative | Sep 2022 (4y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Car Pros 401(k) Profit Sharing Plan | Car Pros Automotive Group, Inc | 449 | $10.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/03/2026 | 983 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $325M (80% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 03, 2026.
View current Form ADV (SEC/IAPD) ↗