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Colton Sowash

Advisor at Sunglow Wealth Advisory LLC

Updated today

Firm

Sunglow Wealth Advisory LLC

Location

Snellville, GA 30078

Credentials

Series 66

Industry experience

4 years

About

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.

Client services

Based on Sunglow Wealth Advisory LLC

Portfolio management

Expertise

Based on Sunglow Wealth Advisory LLC

Passive / index investing Active portfolio management Options & derivatives strategies

Fee options

Fixed

Fixed fee agreements generally used for clients subject to the minimum fee

Other

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

Location

2417 Lenora Church Rd

Snellville, GA 30078

Most active in

Georgia

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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James S

Series 65

Duluth, GA

Stanhouse Financial Planning and Management, LLC

General retirement planning Income planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Robert F

CFP®, Series 63, Series 65

Lilburn, GA

Fordham Financial Services, Inc.

General retirement planning General tax planning Wealth management Retired Founder/Business Owner Approaching retirement
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Akhilesh M

Series 65

Johns Creek, GA

Kuber Capital Management, LLC

Options & derivatives strategies

Randall A

CFP®, CFA®

Scottdale, GA

Deasil Wealth Management LLC

My name is Randall Avery, CFP®, CFA. Allow me to be your guide to financial freedom! With over 15 years of experience helping people with money, I understand the unique needs of pre-retirees, self-employed individuals, and small business owners like you. I specialize in helping clients: • Plan for retirement that perfectly fits their lifestyle • Strategically invest to minimize your tax burdens to provide more retirement income • Elevate your personal wealth while maintaining the growth of your business • Ensure a smooth transition as you move to the next phase of your life I believe in empowering clients through education and personalized guidance. Imagine being equipped with the knowledge and tools needed to make decisions to reach your financial dreams. You're not just getting a financial expert; you're getting a compassionate partner who genuinely cares about your success. Ready to take control of your financial future? Let Randall Avery, CFP®, CFA, be your trusted companion on the path to prosperity. Read Randall's blog here: https://deasilwm.com/blog/

General retirement planning Retirement income strategy Business ownership considerations Tax strategies for small businesses Self-Employed Founder/Business Owner
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Mark R

Series 65

Oxford, GA

Reagan Financial Planning LLC

Retirement income strategy Tax-loss harvesting General estate planning guidance Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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James D

ChFC®, Series 63, Series 66

Duluth, GA

Legacy Partner Group

Active portfolio management
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