Cowan Capital Advisors

RIASEC RegisteredEst. 2023
Total AUM
$15M
Discretionary
$15M
100% of AUM
Avg account
$938K
Accounts
16
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
325865
Registered since
April 27, 2023
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI94.19%
  • Individuals5.81%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Cowan Capital Advisors is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm is individually owned and focuses on serving individuals and families, providing financial planning and portfolio management services for individuals and small businesses. Its fee model combines a percentage-of-assets-under-management component with hourly charges. The firm reports it is not an active ESG investor, does not act as a capital allocator, and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • James Cowan

    James Cowan

    CEO and FounderCRD 3126474

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth