Lowery Thomas, LLC

Overview

Lowery Thomas, LLC is an independent registered investment adviser formed in 2000 that serves individual and family clients on a fee‑based, assets‑under‑management model. The firm’s advisory work centers on financial planning and portfolio management for individuals and small businesses. It reports an owner structure that is individual-led and does not position itself as a capital allocator, pension consultant, or multi‑state adviser. The firm identifies equities—particularly exchange‑traded products—as its primary preference and is not an active ESG investor. Lowery Thomas maintains a formal affiliation with accounting professionals, which suggests coordination around tax and reporting matters for client portfolios and plans. The adviser uses a percentage‑of‑AUM fee structure and provides both discretionary and non‑discretionary portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives