La Plata, MD Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
101 Centennial Street, Suite D
La Plata MD 20646
Advisors at this office
3
Advisors at this office
Jessica R
CFP®, ChFC®, Series 66
La Plata, MD
Sowell Management
Jessica Repasi is a financial advisor at Sowell Management with CFP®, ChFC®, and Series 66 credentials and four years of industry experience. She has previously worked at Purshe Kaplan Sterling Investments and IC Advisory Services, Inc. Outside of financial advising, she was involved with Inner Alpha Fitness for four years. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm supports over 100 independent advisors with trading, compliance, technology, and back-office services, employing multiple management styles and offering access to model portfolios and third-party managers.
Joyce C
ChFC®, Series 63, Series 65
La Plata, MD
Sowell Management
Joyce Cool is a financial advisor at Sowell Management with 27 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Her prior roles include positions at Ic Advisory Services Inc, The Investment Center Inc, StoneX Advisors Inc., and Wrp Investments, Inc. Outside of her advisory role, Joyce serves as managing partner of Wealth Management Partners, LLC, and managing member of Ramco Holdings, LLC. Sowell Management is a multi-team registered investment adviser that serves 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 of over 100 investment adviser representatives and employs multiple management styles including strategic and tactical allocation, individual equity selection, and customized portfolio design.
Robert R
CFP®, ChFC®, Series 63, Series 65
La Plata, MD
Sowell Management
Robert Ramos is a financial advisor at Sowell Management with 33 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Ic Advisory Services Inc and The Investment Center Inc. Ramos is a vice president of the Southern Maryland Business Network, a community organization where he serves in a volunteer leadership role. 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, financial planning, and retirement-plan advisory services, utilizing a variety of management styles and model portfolios.
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”)