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Couture Financial Inc. (Sarasota)


Couture Financial Inc. is an adviser based in Sarasota. It manages $25 million of regulatory assets for 184 client accounts. It has been registered with the SEC as an adviser since 2005.

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Couture Financial provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Couture Financial: assets under management

The assets under management (AUM) of Couture Financial Inc. is $25 million. The firm's AUM has gone down by -31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $24.32 million in discretionary accounts and $678.5 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $151.07 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $29.5 thousand.
Couture Financial has custody of $24.2 million in cash and securities for 155 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Couture Financial Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Sarasota

The principal office where Couture Financial Inc. performs its advisory services is located at 3293 Fruitville Road, Sarasota, FL 34237 6453, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 941-366-3551 or by fax 941-366-3439. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.couturefinancial.com.


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