Cowan Capital Advisors
RIAState Registered
Total AUM
$15M
Discretionary
$15M
100% of AUM
Avg account
$938K
Accounts
16
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 325865
- Registered since
- April 27, 2023
- Website
- cowancapitaladvisors.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI94.19%
- Individuals5.81%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cowan Capital Advisors is a California-registered limited liability company operating as an independent registered investment adviser. The firm is owned by an individual and focuses its services on individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its pricing mixes a percentage-of-assets model with hourly billing. The adviser does not identify as an ESG investor, is not a multi-state adviser, and does not function as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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