SOW And Reap Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 331033
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI98.82%
- Individuals1.18%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
SOW And Reap Financial LLC is a small, individually owned registered advisory firm organized as an LLC that provides financial planning and portfolio management services targeted at individuals and small businesses. Its fee menu includes AUM-based fees along with hourly and fixed-fee arrangements, indicating flexibility for both ongoing advisory relationships and project-based engagements. The firm does not identify as an active ESG investor, is not positioned as a multi-state adviser, and does not act as a pension consultant or capital allocator. Regulatory details in the available record are sparse (SEC registration year not shown), and the firm is classified as “unclassified” in the snapshot data. The business focus appears operationally narrow: direct advisory work and financial planning rather than running pooled investment vehicles or acting as a third-party allocator.
Assets & Accounts
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
- US Government Bonds49%
- Exchange Traded Equities33%
- Private Funds11%
- Cash & Cash Equivalents7%
Contacts
1 of 1Tristan Payne
OwnerCRD 7913685
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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