Cowan Capital Advisors
Firm details
- Headquarters
- ,
- CRD number
- 325865
- Registered since
- April 27, 2023
- 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 an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm is individually owned and focuses on serving individuals and families, providing financial planning and portfolio management services for individuals and small businesses. Its fee model combines a percentage-of-assets-under-management component with hourly charges. The firm reports it is not an active ESG investor, does not act as a capital allocator, and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
1 of 1
James Cowan
CEO and FounderCRD 3126474
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations