Colton Sowash
Advisor at Sunglow Wealth Advisory LLC
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.
Advisor at Sunglow Wealth Advisory LLC
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
Sunglow Wealth Advisory LLC
Location
Snellville, GA 30078
Credentials
Series 66
Industry experience
4 years
Colton Sowash is the owner and sole advisor of Big Creek Capital Management, holding a Series 66 credential with four years of industry experience. His career includes roles at Sunglow Wealth Advisory LLC, LCG Associates, and Mercer University, among others. He manages Big Creek Capital Management while also maintaining a concurrent advisory role at another registered firm. Big Creek Capital Management is a registered investment adviser providing discretionary portfolio management and advisory services. The firm employs a value-oriented fundamental analysis approach with an emphasis on multi-year holding periods, diversification, and option strategies, serving clients through a single-manager structure and low-cost electronic custodians.
Based on Sunglow Wealth Advisory LLC
Fixed fee agreements generally used for clients subject to the minimum fee
Minimum fee: $3,500 minimum annual fee for portfolio management, supervision, and advisory services for related accounts Fee-only: Fee-only advisor; does not sell investment products for commission
2417 Lenora Church Rd
Snellville, GA 30078
Georgia
Big Creek Capital Management LLC
2022 - Present (4 years)
Sunglow Wealth Advisory LLC
2022 - Present (4 years)
LCG Associates
2021 - 2022 (1 year)
Hennessey Automobile Companies
2020 - 2021 (1 year)
Full Circle Restoration
2020 - 2020 (1 year)
The Prudential Insurance Company of America
2020 - 2020 (1 year)
Pruco Securities LLC
2020 - 2020 (1 year)
Mercer University
2019 - 2020 (1 year)
GCM Grosvenor
2019 - 2019 (1 year)
Mercer University
2017 - 2019 (2 years)
Ampla Capital LLC
2017 - 2017 (1 year)
Mercer University
2016 - 2017 (1 year)
Buford High School
2012 - 2016 (4 years)
Buford Middle School
2009 - 2016 (7 years)
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