G

G. Earl Mowrey & Co., L.L.C.

Updated today
Find your advisor

Client assets under management

$36,481,124

More info

Clients

122

5% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

61

Typical

Average account size

$299,026

About

This small, fee-only advisory firm serves individual investors — including high-net-worth households — and provides comprehensive financial planning and ongoing portfolio management. The firm manages roughly $41 million in client assets across about 122 clients and offers written financial plans plus continuous account monitoring.

The firm's portfolios are built with mutual funds and ETFs and are typically globally diversified; investment decisions are guided by software-driven asset allocation and risk metrics (standard deviation and beta). Portfolio management is carried out almost entirely on a non-discretionary basis, so clients are consulted for approval before trades are executed and may impose investment restrictions.

Compared with peers, the firm’s practice of managing the vast majority of client assets non-discretionarily is uncommon for supported firms and shapes how it implements advice and trading authority. The firm has a long operating history and operates with one CFP-designated advisor on staff, and its disclosure also notes a past, resolved state registration lapse that is described in the firm brochure.

Client services

Financial planning Portfolio management

Expertise

General retirement planning College savings (529s, UTMA, etc.) General tax planning Wealth management

Fee options

Percentage

$0 - $20,000: No more than $200 fee $20,000+: No more than 1% annually

Other

Account minimum: $20,000 Minimum fee: Minimum advisory fee of not more than $200.00 for accounts less than $20,000 Fee-only: Portfolio management fees based on assets under management; no commissions or other compensation received.

Main office location

G. Earl Mowrey & Co., L.L.C.

4964 Belmont Avenue, Suite A

Youngstown OH 44505, United States

Number of offices

1

Most active in

More info

Ohio · Pennsylvania · Texas

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

330-759-3444

Advisors at this firm

Scroll left Scroll right
user avatar

George M

CFP®, Series 63

Youngstown, OH

G. Earl Mowrey & Co., L.L.C.

George Mowrey is a CFP®-designated financial advisor with 36 years of industry experience. He has been with G. Earl Mowrey & Co., L.L.C. since 2007, where he serves as one of two advisors. Outside of his advisory work, he owns a rental property business that he manages during non-securities trading hours. G. Earl Mowrey & Co., L.L.C. provides fee-only financial planning and portfolio management services to individual clients, including both high-net-worth and non-HNW households. The firm employs a non-discretionary management approach with globally diversified portfolios primarily composed of mutual funds and ETFs, serving approximately 141 clients and managing around $43 million in assets.

General retirement planning College savings (529s, UTMA, etc.) General tax planning Wealth management
user avatar

Christopher C

CFP®, Series 65

Youngstown, OH

G. Earl Mowrey & Co., L.L.C.

Christopher Copploe is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He has been with G. Earl Mowrey & Co., L.L.C. since 2013. G. Earl Mowrey & Co., LLC provides fee-only financial planning and portfolio management to individual clients, including both high-net-worth and non-HNW households. The firm builds globally diversified portfolios using mutual funds and ETFs, primarily managing assets on a non-discretionary basis with an emphasis on risk metrics and rebalancing.

General retirement planning College savings (529s, UTMA, etc.) General tax planning Wealth management
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")