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Sowell Management
AddedFeb 15, 2024
UpdatedJun 18, 2026
Sowell Management

Sowell Management

Sowell: A transformative investment advisory firm, empowering advisors with innovative solutions for growth.

HQ
North Little Rock, AR, US
Founded
1995
Overview
Compare
Fundraising
Employees
Website

Sowell Management is a transformative investment advisory firm that focuses on empowering financial advisors with innovative solutions for growth. The firm offers a comprehensive platform of services, including asset management, financial planning, insurance, and compliance, tailored to meet advisors where they are and help them achieve their goals. Sowell Management operates across various stages and sectors, providing advisors with the tools and support needed to enhance their practice.

Notable for its advisor-centric approach, Sowell Management is led by a team of experienced professionals dedicated to unlocking advisor potential. The firm emphasizes a collaborative philosophy, offering value-added services such as marketing support, tech ecosystem integration, and continuous learning opportunities through webinars and conferences. This holistic support system ensures that advisors have the vision, voice, and value necessary to succeed in a competitive market.

Sowell Management - Similar Companies

CataMetrics Management logo

CataMetrics Management

Sagewell Financial logo

Sagewell Financial

Brookside Capital logo

Brookside Capital

Savvy Wealth logo

Savvy Wealth

savvywealth.com

Sowell Management - Quick Facts

Who are Sowell Management's competitors?

Companies similar to Sowell Management include CataMetrics Management, Sagewell Financial, Brookside Capital and Savvy Wealth.

When was Sowell Management founded?

Sowell Management was founded in 1995.

Where is Sowell Management's headquarters located?

Sowell Management's headquarters is located in North Little Rock, AR, US.

When was Sowell Management's last funding round?

Sowell Management's most recent funding round was for $1.1M (USD) in March 2022.

How much has Sowell Management raised to-date?

As of Mar 3, 2022, Sowell Management has raised a total of $6.2M (USD).

How many employees does Sowell Management have?

Sowell Management has 42 employees as of Feb 5, 2024.

Sowell Management - Classification

NAICS
  • 520000Finance and Insurance
SIC
  • 6000Depository Institutions
ISIC
  • 6419Other monetary intermediation
Show 13 more industry codes
NAICS
  • 522390Other Activities Related to Credit Intermediation
  • 522000Credit Intermediation and Related Activities
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 525000Funds, Trusts, and Other Financial Vehicles
  • 522300Activities Related to Credit Intermediation
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6700Holding And Other Investment Offices
  • 6090Functions Related To Depository Banking
  • 6720Investment Offices
  • 6099Functions Related To Depository Banking, Not Elsewhere Classified
  • 6722Management Investment Offices, Open-end