Flagstaff, AZ Office
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Sowell Management
Multi-team
Firm-wide stats for Sowell Management
About
Sowell Management is a multi-team registered investment adviser that serves individuals (including high‑net‑worth clients), retirement plans, corporations and other RIAs with discretionary and non‑discretionary portfolio management, financial planning and retirement‑plan advisory services. The firm operates through an independent‑contractor model of over 100 IARs and also provides ancillary business support to those IARs such as trading, compliance, technology and back‑office services.
Portfolios are typically constructed from mutual funds, ETFs and individual equity and debt securities and the firm employs multiple management styles (strategic and tactical allocation, individual equity selection and customized portfolio design) including model portfolios such as the Sowell Visionary Allocation Strategies (created with Goldman Sachs) and sub‑advisory relationships with firms like Affinity and Rayliant. Sowell also offers third‑party manager selection, unified managed account (Flex) solutions delivered via platforms such as GeoWealth/Adhesion and Envestnet, and the ability to manage held‑away accounts through Pontera.
Sowell’s ADV includes multiple recent material amendments — noting ownership information, additions and changes to sub‑advisory arrangements, revenue‑sharing with Rayliant, the Sowell Visionary Models, and disclosure that some IARs make unaffiliated private funds available (sometimes white‑labeled) — items the firm flags as potential conflicts of interest. The firm also discloses affiliated non‑investment activities (Sowell Insurance Services) and a professional services agreement with Advanced Planning Group for tiered estate/tax planning, and notes that some IARs operate separate business entities that may include attorney or CPA practices, a mix of relationships that is less common among peers.
Based on Sowell Management
Expertise
Based on Sowell Management
Location
914 N. San Francisco St., Suite S.
Flagstaff AZ 86001
Advisors at this office
3
Advisors at this office
Colin H
CFP®, Series 65
Flagstaff, AZ
Sowell Management
Colin Hughes is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Sowell Management. He previously worked at Four Peaks Wealth Management and has been self-employed since 2009. His outside activities include insurance sales and services. Sowell Management is a multi-team registered investment adviser that supports individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm uses a variety of management styles and offers model portfolios and third-party manager selection while providing business support to over 100 independent advisory representatives.
Matthew M
CFP®, Series 65
Flagstaff, AZ
Sowell Management
Matthew McMahon is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He has worked at Sowell Management Services since 2018 and previously at Four Peaks Wealth Management, LLC from 2015 to 2018. McMahon is also a licensed insurance agent since 2010. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management and financial planning services through over 100 independent investment adviser representatives, employing multiple management styles and a variety of investment solutions.
Joseph L
Series 65
Flagstaff, AZ
Sowell Management
Joseph Lynch is a financial advisor with Sowell Management in Flagstaff, AZ, holding a Series 65 license and five years of industry experience. Prior to joining Sowell Management, he worked at Strategic Financial Planning, LLC, Vora Wealth Management, and the National Bank of Arizona. Outside of his advisory role, he is the president and owner of CMON6 Inc., a sales and data management business, and also works as a marketing specialist for Veregy, LLC, a construction company. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm operates through an independent-contractor model with over 100 investment advisor representatives and employs multiple management styles including strategic and tactical allocation, individual equity selection, and customized portfolio designs.
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