SOW Advisors LLC

SOW Advisors is a fee-only registered investment adviser that serves individual and high‑net‑worth clients, providing wealth management, discretionary portfolio management, and project‑based financial planning. The firm advises on public securities (stocks, bonds, mutual funds, ETFs) and may also recommend alternative investments and private or pooled investment vehicles.

The firm combines quantitative, fundamental, and technical analysis within a modern‑portfolio framework, using sector‑specific factor models that emphasize top‑quintile ideas and systematic sell triggers. Clients receive a written financial plan if requested, ongoing discretionary account supervision with the ability to impose reasonable written restrictions, and access to educational seminars on financial topics.

Distinctive for a small firm (approximately $10.2 million in discretionary AUM, two advisors, and a handful of clients), the brochure discloses recent material changes and details principals’ ongoing real‑estate ownership and prior fund management experience, reflecting the firm’s occasional role as a fund sponsor/syndicator and its capacity to advise on pooled vehicles. The combination of pooled‑vehicle advice, explicit discussion of alternative investments, and the provision of public educational seminars are less common among peers and are addressed in the firm’s disclosures and policies.