Brian Lowrance
Advisor at Softwealth
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.
About
Brian Lowrance is a CFP® with 12 years of industry experience and has been the sole advisor at Softwealth since 2015. He holds a Series 66 license and operates out of Reno, NV. Outside of his advisory work, Lowrance has a minority interest in an automobile repair business. Softwealth is an independent registered investment adviser that manages approximately $17 million in client assets for a small client base including individuals, trusts, charities, and small businesses. The firm employs a range of investment strategies such as fundamental and technical analysis, modern portfolio theory, and targeted asset allocation, offering both discretionary and non-discretionary portfolio management without a minimum account size.
Client services
Based on Softwealth
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on Softwealth
Wealth management
Active portfolio management
Concentrated stock management
Fee options
$0 - $100,000.00: 1.00% annually $100,000.01 - $500,000.00: 0.75% annually $500,000.01 - $1,000,000.00: 0.50% annually $1,000,000.01+: 0.25% annually
Location
Reno, NV
Most active in
Brian L has reported serving >5 clients in these states in the last 12 months.
California · Nevada
Work history
Softwealth
2015 - Present (11 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 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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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John J M
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Caleb L
Series 63, Series 65
Reno, NV
Caleb Lawrence Registered Investment Adviser Inc.
Kent R
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Reno, NV
Hawken Wealth Management
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