Bradley Ortego
Advisor at SOW Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
SOW Advisors LLC
Location
Youngsville, LA 70592
Credentials
Series 65
Industry experience
< 1 year
About
Bradley Ortego is a financial advisor at SOW Advisors LLC in Lafayette, LA, holding a Series 65 designation. He has experience at Narrow Way Equity Partners, Adventure Vehicle Concepts, and IPT Global. SOW Advisors is a fee-only registered investment adviser offering financial planning, portfolio management, private market investing, and consulting services to a diverse client base including individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs an evidence-based approach to public markets and fundamental analysis for private markets, providing both discretionary management and standalone advisory engagements.
Expertise
Based on SOW Advisors LLC
Wealth management
ESG / Sustainable investing
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Project-Based Financial Planning fees range from $0 to $5,000 depending on complexity
$0 - $500,000: $5,000 fixed minimum fee $500,001 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee for Wealth Management services Fee-only: Fee-only compensation; no commissions or sales-related compensation
Location
511 Shore Dr, Suit #2
Youngsville, LA 70592
Most active in
Bradley O has reported serving >5 clients in these states in the last 12 months.
Louisiana
Work history
Narrow Way Equity Partners
2024 - Present (2 years)
Adventure Vehicle Concepts
2019 - 2024 (5 years)
Unemployed
2019 - 2019 (1 year)
IPT Global
2013 - 2019 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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