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Rowen Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$18,464,322
Clients
8
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
Very LowAverage account size
$2,308,040
About
Rowen Capital Management is a single-advisor registered investment adviser that provides discretionary portfolio management mainly to individual clients. As of December 31, 2025 the firm reported managing about $18.5 million for eight clients and generally requires $1,000,000 under management (the minimum may be waived).
The firm’s investment approach emphasizes long-term capital appreciation through bottom-up fundamental analysis of individual stocks, mutual funds and ETFs, with portfolios typically concentrated in 15–30 positions. The manager seeks undervalued companies, may employ short selling, and will accept client-imposed restrictions such as socially responsible or tax-efficiency guidelines.
Noteworthy aspects include the very small client base and solo-practitioner structure with the principal conducting frequent account reviews (monthly and often daily or weekly) and using block trade aggregation. The firm does not accept proxy-voting authority, does not custody client assets, and discloses receipt of software and trading support from custodians (Fidelity/Schwab) as potential third-party benefits.
Client services
Portfolio management
Expertise
Active portfolio management
ESG / Sustainable investing
Fee options
Up to 2% per year, billed annually in arrears, negotiable based on account size and service complexity
Account minimum: $1,000,000
Main office location
Rowen Capital Management, LLC
San Francisco CA, United States
Number of offices
1
Most active in
Rowen Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Forms ADV
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