SOW ADVISORS LLC

Overview

SOW Advisors LLC is a small, independent registered investment adviser that serves individual and family clients with a mix of financial planning and discretionary portfolio management. The firm tilts toward equity exposure—exchange-traded equities are its most-used asset type—but it also integrates a broader set of strategies across public and private markets. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which lets the firm tailor relationships from full wealth management to project-based planning work. SOW Advisors positions itself as an active ESG investor, indicating environmental, social, and governance criteria factor into security selection or manager due diligence. The firm acts in multiple advisory roles: direct portfolio management for individuals and small businesses, financial planning, and management of pooled vehicles when required. It also has sponsor-level activity tied to limited partnerships and other pooled investment structures, which suggests hands-on involvement when arranging or recommending third-party alternative funds.

Assets & Accounts

Investments & Alternatives

Location & Offices