Mark Bonds
Crystal Cove Asset Management · Newport Beach, California
Mark Bonds is a fee-only financial advisor at Crystal Cove Asset Management in Newport Beach, California. Crystal Cove Asset Management reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Mark →
Facts
| Firm | Crystal Cove Asset Management |
|---|---|
| Based in | Newport Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $135.2M across 280 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4853581 |
| Exams passed | Series 66 (2006) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.crystalcoveam.com |
How Mark's firm compares
- Crystal Cove Asset Management's average account is about $483,000, from its Form ADV (assets managed divided by 280 accounts).
Request an introduction to Mark
Tell Mark a little about what you're looking for. Mark isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Mark
Is Mark Bonds a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Crystal Cove Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, Crystal Cove Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Mark Bonds based?
Mark Bonds is based in Newport Beach, California.
Is Mark Bonds registered with the SEC?
Yes. Mark Bonds is registered as an investment adviser representative in TX (CRD 4853581), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Crystal Cove Asset Management manage?
Crystal Cove Asset Management reports $135.2M across 280 accounts in assets under management.
How do I contact Mark Bonds?
Through Mark's website, www.crystalcoveam.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
- 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.
See something wrong? Request a correction. Read our methodology.