SOW Advisors LLC logo

SOW Advisors LLC

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Client assets under management

$10,201,000

Clients

8

38% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

4

Very Low

Average account size

$1,275,125

About

SOW Advisors is a fee-only registered investment adviser that serves individual and high‑net‑worth clients, providing wealth management, discretionary portfolio management, and project‑based financial planning. The firm advises on public securities (stocks, bonds, mutual funds, ETFs) and may also recommend alternative investments and private or pooled investment vehicles.

The firm combines quantitative, fundamental, and technical analysis within a modern‑portfolio framework, using sector‑specific factor models that emphasize top‑quintile ideas and systematic sell triggers. Clients receive a written financial plan if requested, ongoing discretionary account supervision with the ability to impose reasonable written restrictions, and access to educational seminars on financial topics.

Distinctive for a small firm (approximately $10.2 million in discretionary AUM, two advisors, and a handful of clients), the brochure discloses recent material changes and details principals’ ongoing real‑estate ownership and prior fund management experience, reflecting the firm’s occasional role as a fund sponsor/syndicator and its capacity to advise on pooled vehicles. The combination of pooled‑vehicle advice, explicit discussion of alternative investments, and the provision of public educational seminars are less common among peers and are addressed in the firm’s disclosures and policies.

Client services

Financial planning Portfolio management

Expertise

Wealth management ESG / Sustainable investing Cash flow / budgeting College savings (529s, UTMA, etc.)

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Fee options

Fixed

Project-Based Financial Planning fees range from $0 to $5,000 depending on complexity

Percentage

$0 - $500,000: $5,000 fixed minimum fee $500,001 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%

Other

Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee for Wealth Management services Fee-only: Fee-only compensation; no commissions or sales-related compensation

Main office location

SOW Advisors LLC

511 Shore Dr, Suit #2

Youngsville LA 70592, United States

Number of offices

1

Most active in

Louisiana

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Bradley O

Series 65

Youngsville, LA

SOW Advisors LLC

Bradley Ortego is a financial advisor at SOW Advisors LLC in Lafayette, LA, holding a Series 65 designation. He has experience at Narrow Way Equity Partners, Adventure Vehicle Concepts, and IPT Global. SOW Advisors is a fee-only registered investment adviser offering financial planning, portfolio management, private market investing, and consulting services to a diverse client base including individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs an evidence-based approach to public markets and fundamental analysis for private markets, providing both discretionary management and standalone advisory engagements.

Wealth management ESG / Sustainable investing Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Logan B

Series 65

Youngsville, LA

SOW Advisors LLC

Logan Bowers is the owner and managing member of H&L Investments LLC, with over 10 years of experience in real estate investment and private fund management. He holds a Series 65 designation and has a background that includes roles at Power Investors LLC and Cetco Energy Services. His outside business activities include overseeing operations and asset management for multifamily, single-family, and mobile home park investments through H&L Investments. SOW Advisors LLC is a fee-only registered investment adviser offering financial planning, portfolio management, private market investing, and consulting services to individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs an evidence-based approach in public markets combined with fundamental and qualitative analysis in private markets, serving both accredited and non-accredited clients through discretionary management and hourly advisory engagements.

Wealth management ESG / Sustainable investing Cash flow / budgeting College savings (529s, UTMA, etc.)
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