Sowell Management - Investment Advisers

About Sowell Management

Sowell Management is a boutique fiduciary investment adviser based in North Little Rock, Arkansas. The firm manages $4.81 billion in regulatory assets under management and operates with 162 professionals. It provides custom portfolio management and investment consulting services through the Fidelity platform, emphasizing education and transparency in client relationships. Operating as a fiduciary, Sowell Management charges fee-based compensation with no commissions, ensuring client interests are prioritized in all investment decisions. The firm combines portfolio management expertise with personalized advisory services and direct client access to portfolio managers. As one of the investment advisers in Arkansas, it delivers account coordination and client education focused on market dynamics and investment strategy.

Key Facts

Assets Under Management

$4.81B

Employees

162

SEC File Number

801-63991