Sowell Management

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Total assets under management

$4,230,990,937

Total clients

6,008

1% high-net worth

Total advisors

of 146 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

Average account size

$704,226

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Fixed fees up to $10,000 for financial planning and consulting services

Percentage

Up to 2.5% per annum, varying based on portfolio size, composition, services, and advisor discretion

Commissions

Insurance commissions may exceed the annual advisory fee; conflicts disclosed

Project-based

Hourly fees range from $150 to $500 depending on service complexity

Other

Account minimum: $50,000 minimum portfolio value Minimum fee: Minimum quarterly fee of $25 per household

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Sowell Management

5320 Northshore Drive

North Little Rock AR 72118, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram Website 501-219-2434

Advisors at this firm

Eric H

Series 63, Series 65

North Little Rock, AR

Sowell Management

Marilyn E

CFP®, Series 63

North Little Rock, AR

Sowell Management

Daryl S

Series 63, Series 66

North Little Rock, AR

Sowell Management

Morris A

Series 63, Series 66

North Little Rock, AR

Sowell Management

Kyle F

Series 66

Bryant, AR

Sowell Management

Stuart S

Series 63, Series 65

Watkinsville, GA

Sowell Management

Daron R

CFP®, Series 63, Series 65

North Little Rock, AR

Sowell Management

Jullie Ann S

Series 66

Austin, TX

Sowell Management

Maryanna B

CFP®

Houston, TX

Sowell Management

Keith R

Series 63, Series 65

North Little Rock, AR

Sowell Management

Ramie K

Series 65

Huntington Beach, CA

Sowell Management

Samuel K

CFA®

Newton, MA

Sowell Management

Brandon G

CFP®, Series 66

North Little Rock, AR

Sowell Management

Dianne L

Series 63, Series 65

Sinking Spring, PA

Sowell Management

Beau P

CFP®, Series 63, Series 66

Castle Rock, CO

Sowell Management

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