Cory Mizell
Cove Wealth Management · Houston, Texas
Cory Mizell is a fee-only financial advisor at Cove Wealth Management in Houston, Texas. Cory focuses on family wealth transfer. Cove Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
- Multi-generational families
- Ultra high net worth
Facts
| Firm | Cove Wealth Management |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $190.1M across 309 accounts |
| SEC registration | Investment adviser representative in NM, TX · CRD 6698055 |
| Exams passed | Series 65 (2016) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.covewm.com |
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Questions about Cory
Is Cory Mizell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cory holds no broker registration, and Cove Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cory charge for financial advice?
Cory's firm, Cove Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Cory Mizell based?
Cory Mizell is based in Houston, Texas.
What does Cory specialize in?
Cory's specialties include family wealth transfer. Cory works with executives, founders, multi-generational families and ultra high net worth.
Is Cory Mizell registered with the SEC?
Yes. Cory Mizell is registered as an investment adviser representative in NM and TX (CRD 6698055), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cove Wealth Management manage?
Cove Wealth Management reports $190.1M across 309 accounts in assets under management.
How do I contact Cory Mizell?
Through Cory's website, www.covewm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Cove Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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