A complete list of active advisors currently associated with Sowell Management

Warmer can help you find a great advisor at Sowell Management or one who fits your needs even better.

Sowell Management provides investment management, financial planning, retirement plan advisory and related consulting to individuals, employer plans, corporations, other registered investment advisers and institutions. The firm manages discretionary and non‑discretionary portfolios using mutual funds, ETFs and individual securities and also offers third‑party manager selection, sub‑advisory services, and unified managed account (Flex/UMA) solutions. The firm operates a multi‑branch, independent‑contractor model in which investment adviser representatives tailor services for their clients while drawing on Sowell’s trading, compliance, technology and back‑office support. Sowell employs multiple management styles (strategic and tactical allocation, individual equity selection and customized portfolios), uses model portfolios (including Sowell Visionary models constructed with GSAM) and leverages third‑party platforms and sub‑advisors such as GeoWealth, Envestnet, Adhesion, Affinity and Rayliant, and manages held‑away accounts through Pontera. Noteworthy features disclosed in the brochure include that some IARs maintain separate business entities that provide other professional services, including attorney services, which creates affiliations with legal practices that clients should consider. The ADV also documents several recent amendments and disclosures—ownership clarifications involving Affinity, the addition of Rayliant sub‑advisory services, discontinuation of SmartX Advisory Solutions, and an update noting that insurance commissions may exceed advisory fees—along with a common‑control insurance affiliate (Sowell Insurance Services) and the potential conflicts that arise when supervised persons receive commission‑based compensation.

To learn more about the advisors currently working at Sowell Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.