G. Earl Mowrey & Co., L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$36,481,124
Clients
122
Advisors
2
of 2 employees
About
This small, fee-only advisory firm serves individual investors — including high-net-worth households — and provides comprehensive financial planning and ongoing portfolio management. The firm manages roughly $41 million in client assets across about 122 clients and offers written financial plans plus continuous account monitoring.
The firm's portfolios are built with mutual funds and ETFs and are typically globally diversified; investment decisions are guided by software-driven asset allocation and risk metrics (standard deviation and beta). Portfolio management is carried out almost entirely on a non-discretionary basis, so clients are consulted for approval before trades are executed and may impose investment restrictions.
Compared with peers, the firm’s practice of managing the vast majority of client assets non-discretionarily is uncommon for supported firms and shapes how it implements advice and trading authority. The firm has a long operating history and operates with one CFP-designated advisor on staff, and its disclosure also notes a past, resolved state registration lapse that is described in the firm brochure.
Client services
Expertise
Fee options
$0 - $20,000: No more than $200 fee $20,000+: No more than 1% annually
Account minimum: $20,000 Minimum fee: Minimum advisory fee of not more than $200.00 for accounts less than $20,000 Fee-only: Portfolio management fees based on assets under management; no commissions or other compensation received.
Main office
4964 Belmont Avenue, Suite A
Youngstown OH 44505
Advisors at this office
2
Most active in
Ohio · Pennsylvania · Texas
Also doing business as
G. Earl Mowrey & Co., L.L.C · G. Earl Mowrey & Co., L.L.C. · Mowrey, G. Earl
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Advisors at this firm
George M
CFP®, Series 63
Youngstown, OH
G. Earl Mowrey & Co., L.L.C.
George Mowrey is a CFP®-designated financial advisor with 36 years of industry experience. He has been with G. Earl Mowrey & Co., L.L.C. since 2007, where he serves as one of two advisors. Outside of his advisory work, he owns a rental property business that he manages during non-securities trading hours. G. Earl Mowrey & Co., L.L.C. provides fee-only financial planning and portfolio management services to individual clients, including both high-net-worth and non-HNW households. The firm employs a non-discretionary management approach with globally diversified portfolios primarily composed of mutual funds and ETFs, serving approximately 141 clients and managing around $43 million in assets.
Christopher C
CFP®, Series 65
Youngstown, OH
G. Earl Mowrey & Co., L.L.C.
Christopher Copploe is a CFP®-certified financial advisor with 13 years of experience, currently practicing at G. Earl Mowrey & Co., L.L.C. in Youngstown, OH, where he has worked since 2013. His role focuses on providing comprehensive financial planning and portfolio management. G. Earl Mowrey & Co., L.L.C. is a small, fee-only advisory firm serving individual investors, including high-net-worth households. The firm manages approximately $41 million in client assets, utilizing globally diversified portfolios composed of mutual funds and ETFs, and employs a predominantly non-discretionary approach to portfolio management.
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