DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Horse Cove Partners LLC
Latest filing Mar 31, 2026
First filing on the tape Mar 29, 2016 · 23 filings
SEC status approved since May 16, 2024
RAUM
$107M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
24%
$25.4M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$17.8M
derived; firm RAUM over IAPD count
Employees
9
5 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$107M as of Mar 31, 2026
Mar 1, 2017$42.5M then
HNW client RAUM$23.8M as of Mar 31, 2026
Mar 28, 2018$65.5M then
State-registered IARs (5.B.3)5 as of Mar 31, 2026
Mar 1, 20175 then
Employees (5.A)9 as of Mar 31, 2026
Mar 1, 20176 then
Private funds: no history
RAUM +5.0% over the last fiscal yearIARs 5 to 5
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- $17.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 6derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $952,258derivedHNW RAUM over HNW clients
- Average account
- $2.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 26%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 1.5derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +5.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -11%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Banks and thrifts$52.3M49%
- Pension and profit-sharing plans$27.9M26%
- High-net-worth individuals$23.8M22%
- Individuals$1.6M1.5%
- Corporations and businesses$1.1M1.0%
- Individual clients
- 9reported
- HNW clients
- 25reported
- Pension plan clients
- 2reported
- Charitable clients
- n/areported
- Accounts
- 54reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.24 fund_share=0.0 institutional_share=0.26 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Gregory Mathew Brennan | Atlanta, Ga | Oct 18, 2016 | 26 y | 2 |
| Tiffany Pascale Ngchiuhingning | Atlanta, Ga | Dec 21, 2023 | 11 y | 0 |
| Edward Joseph Cwalina | Center Valley, Pa | May 17, 2024 | 41 y | 8 |
| David Robert Whaley | Nolensville, Tn | Jan 1, 2026 | 13 y | 2 |
| Danna Lee Raube | Atlanta, Ga | Jan 1, 2026 | 19 y | 2 |
Advisor movement
0 left, 2 joined in 12 months
net +2 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Edward Joseph Cwalina to Bb&T Securities, LLCFeb 1, 2021 · RIA to affiliated broker-dealer or bank
- Gregory E Hyde to Ipi Wealth Management, Inc.Jul 13, 2016 · Other
Joined, latest
- Danna Lee Raube from Cetera Investment Advisers LLCJan 1, 2026 · Affiliated broker-dealer or bank to independent RIA
- David Robert Whaley from Principal Securities, Inc.Jan 1, 2026 · Affiliated broker-dealer or bank to independent RIA
- Edward Joseph Cwalina from Truist Advisory Services, Inc.May 17, 2024 · Affiliated broker-dealer or bank to independent RIA
- Edward Joseph Cwalina from Bb&T Securities, LLCSep 11, 2020 · Affiliated broker-dealer or bank to independent RIA
- Gregory Mathew Brennan from Ameriprise Financial Services, LLCOct 18, 2016 · Other
- Gregory E Hyde from Calamos Advisors LLCNov 30, 2015 · Other
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Fisco Appreciation Plus Fund, L.P.no longer reported | Hedge Fund | $2.5M | 4 | Mar 29, 2016 |
Owners and control persons
Schedule A and B, latest filing
- Michael Jeremy Davis · Presidentcontrolsince 05/2021 · owns less than 5%
- Wesley Jean Jackson · Chairmancontrolsince 05/2021 · owns less than 5%
- Michael Jeremy Davis · Membercontrolsince 05/2021 · owns 50% to 75% of Majestic Heigths Partners LLC
- Wesley Jean Jackson · Membercontrolsince 05/2021 · owns 50% to 75% of Majestic Heigths Partners LLC
- Graves Stacy Fleming · Chief Compliance Officersince 02/2024 · owns less than 5%
Entity owners
- Majestic Heigths Partners LLC · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Atlanta, Ga · principal | 3 | 1 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Center Valley, PA1 employees
- Naples, FL1 employees
- Nolensville, TN1 employees
What changed
consecutive filings, newest first
- Accounts · 42 to 54Jul 30, 2025 to Mar 31, 2026
- HNW clients · 21 to 25Jul 30, 2025 to Mar 31, 2026
- Individual clients · 17 to 9Jul 30, 2025 to Mar 31, 2026
- Discretionary RAUM · $102M to $107MJul 30, 2025 to Mar 31, 2026
- HNW RAUM · $18.7M to $23.8MJul 30, 2025 to Mar 31, 2026
- Individual RAUM · $3.0M to $1.6MJul 30, 2025 to Mar 31, 2026
- Pension RAUM · $23.8M to $27.9MJul 30, 2025 to Mar 31, 2026
- RAUM · $102M to $107MJul 30, 2025 to Mar 31, 2026
- Financial planning clients · 0 to 0Mar 24, 2025 to Jul 30, 2025
- Accounts · 56 to 42May 15, 2024 to Mar 24, 2025
- Advisory employees · 4 to 5May 15, 2024 to Mar 24, 2025
- HNW clients · 46 to 21May 15, 2024 to Mar 24, 2025
- Individual clients · unset to 17.0May 15, 2024 to Mar 24, 2025
- Employees · 7 to 9May 15, 2024 to Mar 24, 2025
- Insurance-licensed employees · 6 to 1May 15, 2024 to Mar 24, 2025
- State-registered IARs · 6 to 5May 15, 2024 to Mar 24, 2025
- Discretionary RAUM · $102M to $102MMay 15, 2024 to Mar 24, 2025
- HNW RAUM · $22.7M to $18.7MMay 15, 2024 to Mar 24, 2025
- Individual RAUM · unset to 3005538.0May 15, 2024 to Mar 24, 2025
- Pension RAUM · $21.0M to $23.8MMay 15, 2024 to Mar 24, 2025
- RAUM · $102M to $102MMay 15, 2024 to Mar 24, 2025
- Accounts · 95 to 56Jun 26, 2020 to Mar 27, 2024
- Advisory activities · 4 to 2Jun 26, 2020 to Mar 27, 2024
- HNW clients · 89 to 46Jun 26, 2020 to Mar 27, 2024
- Pension plan clients · unset to 2.0Jun 26, 2020 to Mar 27, 2024
- Pooled vehicle clients · 1.0 to unsetJun 26, 2020 to Mar 27, 2024
- Employees · 5 to 7Jun 26, 2020 to Mar 27, 2024
- Insurance-licensed employees · 0 to 6Jun 26, 2020 to Mar 27, 2024
- Financial planning clients · unset to 0Jun 26, 2020 to Mar 27, 2024
- State-registered IARs · 4 to 6Jun 26, 2020 to Mar 27, 2024
- Other offices · 0 to 3Jun 26, 2020 to Mar 27, 2024
- Discretionary RAUM · $57.3M to $102MJun 26, 2020 to Mar 27, 2024
- HNW RAUM · $22.9M to $22.7MJun 26, 2020 to Mar 27, 2024
- Pension RAUM · unset to 21030400.0Jun 26, 2020 to Mar 27, 2024
- Pooled vehicle RAUM · 238.0 to unsetJun 26, 2020 to Mar 27, 2024
- RAUM · $57.3M to $102MJun 26, 2020 to Mar 27, 2024
- Related adviser · false to trueJun 26, 2020 to Mar 27, 2024
- Accounts · 140 to 95Mar 28, 2020 to May 2, 2020
- HNW clients · 133 to 89Mar 28, 2020 to May 2, 2020
- Individual clients · 1.0 to unsetMar 28, 2020 to May 2, 2020
Signals
6 dated events
- Jeremy Michael Davis no longer registered at Horse Cove Partners Llc; no later IA registration on IAPDJun 30, 2026 · Advisor departure · fact
- Wesley Jean Jackson (Chairman) appeared on Schedule A of Horse Cove Partners LlcMar 27, 2024 · Control person joined · fact
- Michael Jeremy Davis (President) appeared on Schedule A of Horse Cove Partners LlcMar 27, 2024 · Control person joined · fact
- Trent Samuel Dekinder (Managing Member) no longer on Schedule A of Horse Cove Partners Llc (listed 2020-06-26, absent 2024-03-27)Mar 27, 2024 · Control person left · inference
- Vern Kevin Ellis (Managing Member) no longer on Schedule A of Horse Cove Partners Llc (listed 2020-06-26, absent 2024-03-27)Mar 27, 2024 · Control person left · inference
- Horse Cove Partners Llc filed its initial SEC registration (Form ADV)Mar 29, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@horsecovepartners.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 678-905-5723reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- horsecovepartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 678-905-5723reportedpublic record, Form ADV, Mar 31, 2026
- Contact form
- horsecovepartners.com/get-in-touchreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- horsecovepartners.com/who-we-arereportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $17.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026