SOW Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
SOW Advisors, LLC provides wealth management and financial planning services to individual and high-net-worth clients, offering discretionary portfolio management across stocks, bonds, mutual funds, ETFs and alternative investments. The firm also offers project-based financial planning and educational seminars for groups on general investment and personal finance topics.
The firm’s investment process blends quantitative models, fundamental and technical analysis, and Modern Portfolio Theory to construct diversified, multi-asset portfolios that may combine passive and active strategies. SOW Advisors sets asset-allocation targets, tailors portfolios to client risk tolerances and may recommend or advise on alternative investments, pooled vehicles and private investment funds when appropriate.
SOW Advisors is small in scale (two principals, approximately $10.2 million in discretionary AUM and one office) and discloses principals’ outside business activities in real estate and fund management, including ownership interests in entities such as Narrow Way Equity Partners and H&L Investments. Those outside activities, together with the firm’s willingness to advise on pooled vehicles or act as a fund sponsor (while noting clients are not solicited to participate), and its offering of educational seminars, are features that distinguish it from most peers.
Client services
Expertise
Fee options
Fixed fees for Project-Based Financial Planning from $0 to $5,000
$0 - $500,000: Minimum fee of $5,000 annually $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%
Minimum fee: $5,000 minimum annual fee for accounts up to $500,000 Fee-only: Project-Based Financial Planning fixed fees range from $0 to $5,000, negotiated per client needs
Main office
511 Shore Dr, Suit #2
Youngsville LA 70592
Advisors at this office
2
Most active in
Louisiana · Texas
Also doing business as
Sow Advisors LLC · Sow Capital Advisors · Sow Capital Advisors, LLC
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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
-
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
Quick links
Advisors at this firm
Bradley O
Series 65
Youngsville, LA
SOW Advisors LLC
Bradley Ortego is a Series 65-licensed financial advisor with SOW Advisors LLC in Youngsville, LA, bringing one year of industry experience. His prior work includes roles at Narrow Way Equity Partners, Adventure Vehicle Concepts, and IPT Global. He maintains ownership interests in alternative investment entities such as Narrow Way Equity Partners. SOW Advisors LLC provides wealth management and financial planning services to individual and high-net-worth clients, utilizing a blend of quantitative models, fundamental and technical analysis, and Modern Portfolio Theory to construct diversified portfolios. The firm also offers project-based financial planning and educational seminars on investment and personal finance topics.
Logan B
Series 65
Youngsville, LA
SOW Advisors LLC
Logan Bowers is a financial advisor at SOW Advisors LLC in Youngsville, Louisiana, with one year of industry experience and a Series 65 credential. He is also the managing member and owner of H&L Investments LLC, a real estate investment and private fund management business focused on multifamily, single-family, and mobile home park assets. SOW Advisors LLC provides wealth management and financial planning services to individual and high-net-worth clients, using a blend of quantitative models, fundamental and technical analysis, and Modern Portfolio Theory to create diversified portfolios that may include both passive and active strategies. The firm also offers educational seminars and advises on alternative investments and private funds.
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”)