SOW Advisors LLC
Firm details
- Headquarters
- Youngsville, Louisiana
- CRD number
- 336353
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.97%
- Individuals7.03%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
SOW Advisors LLC is a Louisiana-based independent RIA organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients with a mix of financial planning and discretionary portfolio management, and it also offers educational seminars and workshops. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. SOW Advisors identifies as an active ESG investor and, through its industry affiliations, participates as a sponsor or managing member of pooled investment vehicles and as a sponsor of limited partnerships.
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
- Public Funds/Mutual Funds75%
- Exchange Traded Equities15%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Youngsville, LA
Lafayette
Location
Youngsville, LA
Headquartered in Youngsville, LA, anchoring the Lafayette-Opelousas-Morgan City, LA metro in the South.
- Metro area
- Lafayette-Opelousas-Morgan City, LA
- Region
- South
- County
- Lafayette
- Address
- 511 Shore Dr
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Capital Financial Planners, LLC
RIAYoungsville, LA
Abney Wealth Partners
RIAYoungsville, LA
Covington Investment Management, LLC
RIANew Orleans, LA
True Financial, LLC
RIAHouma, LA
Pelican Wealth Management
RIAMonroe, LA
Upbeat Wealth
RIANew Orleans, LA