Sowell Management

Registered investment advisor · North Little Rock, Arkansas · CRD #127145

Assets Under Management

$4.8B

Client Accounts

16,763

Employees

162

CRD Number

127145

Registration

SEC Registered

Custodian

Fidelity Brokerage Services Llc, Charles Schwab & Co., Inc.

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Sowell Management

Sowell Management is a Registered Investment Advisor (RIA) founded in 2001 and headquartered in North Little Rock, Arkansas. The firm partners with independent financial advisors across the country, offering a platform that allows them to focus on their clients while managing back-office tasks like compliance and technology. Recognized as a Top 100 RIA by Forbes and Barron's, Sowell Management emphasizes fiduciary standards and client-first service. The company provides a range of services desi

Fee Structure

Percentage of assets under management Yes

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Sowell Management

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Frequently Asked Questions

What is Sowell Management's AUM?

Sowell Management reports approximately $4.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Sowell Management headquartered?

Sowell Management is headquartered in North Little Rock, Arkansas.

What is Sowell Management's CRD number?

Sowell Management's CRD number is 127145. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.