Cowdell Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides wealth management, financial planning, retirement planning, retirement analysis, and securities analysis primarily to individual clients, including both high-net-worth and non‑HNW households; it also accepts trusts, estates, charitable organizations and other business entities. Services may be delivered on a discretionary or non‑discretionary basis and include periodic financial plan reviews and one‑off consultations.
Cowdell tailors plans to each client’s risk tolerance and time horizon, generally favoring reduced portfolio risk as clients age and combining stocks, bonds, mutual funds and ETFs with lower‑volatility options for clients who prioritize capital preservation. The firm uses both fundamental and technical analysis, actively monitors accounts daily, and encourages annual reviews while offering implementation assistance when clients engage wealth management services.
A notable feature of the firm is that its advisors are also licensed independent insurance agents affiliated with an in‑house insurance agency; advisors may recommend and sell insurance products (including fixed and indexed annuities) and receive related commissions, a conflict disclosed in the brochure. The firm reports a material level of insurance business (over $17 million in fixed and indexed annuities) and may waive or reduce advisory fees for clients who purchase insurance through its agents, which differentiates its service mix from many peers.
Client services
Expertise
Fee options
$100 flat fee for up to 10 securities portfolio review & reallocation recommendations; $150 flat fee for retirement plan reviews other than 401k, Roth, or IRA
$0 - $1,000,000: 1.25% annually $1,000,000+: Negotiable
Insurance commissions received by IA Reps for sale of insurance products, disclosed as conflict of interest and separate from advisory fees
$150 per hour for Additional Financial Planning Consultations and fees beyond certain securities analyses
Account minimum: $100,000
Main office
Alpine UT
Advisors at this office
2
Most active in
Utah
Also doing business as
Cowdell Investment Services · Cowdell Investments · Cowdell Investments & Insurance, LLC · Cowdell Investments, LLC · Cowdell, Mark Paul
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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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.
Forms ADV
Advisors at this firm
Mark C
CFP®, Series 63, Series 65
Alpine, UT
Cowdell Investments, LLC
Mark Cowdell is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Cowdell Investments, LLC in Alpine, Utah. He previously worked at First Western Advisors from 2003 to 2006. In addition to his advisory role, he is an independent contractor involved in insurance sales as a licensed agent. Cowdell Investments, LLC provides wealth management, financial planning, and retirement analysis primarily for individual clients, including both high-net-worth and non-high-net-worth households, as well as trusts, estates, charitable organizations, and other business entities. The firm combines fundamental and technical analysis to tailor investment strategies focused on risk management and capital preservation, and also offers insurance products through an affiliated in-house agency.
Clinton C
Series 65
Alpine, UT
Cowdell Investments, LLC
Clinton Cowdell is a financial advisor at Cowdell Investments, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at NetDocuments for three years. Cowdell Investments provides wealth management and financial planning services primarily to individual clients, including high-net-worth and non-HNW households, as well as trusts, estates, charitable organizations, and other business entities. The firm combines fundamental and technical analysis, tailoring investment plans to clients’ risk tolerance and time horizon, while also offering insurance products through an affiliated in-house agency.
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