G. EARL MOWREY & CO., L.L.C

Overview

G. Earl Mowrey & Co, L.L.C. is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm provides financial planning and portfolio management specifically geared to individuals, families and small-business clients, and it reports serving some institutional clients as well. Compensation mixes percentage-of-assets and fixed-fee arrangements. Investment activity is concentrated in privately placed vehicles: the firm reports its asset base almost entirely in the private funds category. That concentration, combined with a strong skew toward non‑discretionary client relationships, indicates a practice that typically recommends or structures private-fund allocations while leaving execution authority and ongoing control largely with clients. The firm identifies itself as not being a capital allocator, is not an active ESG investor, and does not list multi‑state or pension consultant status.

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