P38 Enterprises, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
P38 Enterprises provides continuous asset management and portfolio supervision for individuals, high‑net‑worth individuals, trusts, estates, charitable organizations, and small businesses. The firm also offers tax return preparation and representation before the IRS, and operates as a licensed insurance agency that may sell annuities and other insurance products.
The investment process emphasizes fundamental analysis and strategic asset allocation, generally following a long‑term buy‑and‑hold approach while retaining the ability to execute shorter‑term trades, options strategies, and margin transactions when appropriate. Accounts are managed on a discretionary basis and the firm requires clients to establish custody through a specific institutional brokerage platform that supplies operational and platform services to the adviser.
P38 is atypical among peers in that it includes charitable organizations in its client base and does not use a traditional percentage‑of‑assets fee model. The firm discloses potential conflicts of interest arising from its tax‑preparation services and insurance commissions, and provides portfolio “snapshot” reporting rather than ongoing consolidated performance reports, which may be relevant to prospective clients.
Client services
Expertise
Fee options
Commissions received from insurance and annuity product sales by the President when acting as insurance agent
Hourly rate of $150 used to calculate fixed quarterly fees
Minimum fee: Initial setup fee up to $750, covers first calendar quarter Fee-only: Quarterly fixed fees based on estimated hours at $150/hour, billed quarterly in arrears, adjustable downward if fewer hours used
Main office
Denton TX
Advisors at this office
1
Most active in
Texas
Also doing business as
P38 Enterprises, Inc. · Sowell, Quinn N.
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)