Cowdell Investments, LLC

Overview

Cowdell Investments, LLC is an independent, state-registered wealth advisory firm organized as an LLC and registered in Utah. The business appears owner-operated and targets individuals and families with a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm also operates as an insurance broker and a seller of other financial products, which aligns with its use of annuities. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges, fixed fees, and commissions. Cowdell does not position itself as an ESG-focused allocator and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices