Prowell Financial Management, LLC

Overview

Prowell Financial Management, LLC is an independent registered investment adviser that registered with the SEC in 2016. The firm is organized as an LLC and is owned by an individual advisor. It serves both wealthy individuals and families as well as institutional clients, providing financial planning, portfolio management for individuals and small businesses, and manager selection services. Prowell operates as a capital allocator, directing client capital to external managers alongside internally managed holdings. The firm charges clients using a combination of percentage-of-AUM and fixed fees. Its stated investment approach incorporates ESG considerations, and the adviser explicitly offers selection-of-other-advisers services, indicating a focus on curated external manager relationships in addition to direct portfolio management.

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Public Holdings

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Location & Offices