Tony Gordon
Covato Capital Management · Naples, Florida
Tony Gordon is a fee-only financial advisor at Covato Capital Management in Naples, Florida. Tony focuses on estate & legacy planning and family wealth transfer. Covato Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Multi-generational families
Facts
| Firm | Covato Capital Management |
|---|---|
| Based in | Naples, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $16.2M across 55 accounts |
| SEC registration | Investment adviser representative in FL · CRD 6880563 |
| Exams passed | Series 65 (2024) · Series 66 (2018) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.covatocapital.com |
How Tony's firm compares
- Covato Capital Management's average account is about $295,000, from its Form ADV (assets managed divided by 55 accounts).
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Questions about Tony
Is Tony Gordon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tony holds no broker registration, and Covato Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tony charge for financial advice?
Tony's firm, Covato Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tony Gordon based?
Tony Gordon is based in Naples, Florida.
What does Tony specialize in?
Tony's specialties include estate & legacy planning and family wealth transfer. Tony works with high earners and multi-generational families.
Is Tony Gordon registered with the SEC?
Yes. Tony Gordon is registered as an investment adviser representative in FL (CRD 6880563), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Covato Capital Management manage?
Covato Capital Management reports $16.2M across 55 accounts in assets under management.
How do I contact Tony Gordon?
Through Tony's website, www.covatocapital.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
- Covato Capital 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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