SOW Advisors LLC
Firm details
- Headquarters
- Youngsville, Louisiana
- CRD number
- 336353
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.97%
- Individuals7.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
SOW Advisors LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses, and pooled investment vehicles, and reports acting as sponsor/GP or managing member of pooled vehicles. Their billing mixes percentage-of-AUM, hourly, and fixed fees. Public filings indicate SOW integrates ESG considerations into its investment process. The firm is not positioned as a capital allocator to external managers in a broad sense, yet it does deploy client capital into third‑party alternative funds (see Investments & Alternatives). It is not described as a multi-state adviser or pension consultant in available records.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds75%
- Exchange Traded Equities15%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1Bradley Ortego
COO & CCOCRD 8122927
Contacts
1 of 1
Logan Bowers
Managing PartnerCRD 6997740
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Youngsville, LA
Lafayette
Location
Youngsville, LA
Headquartered in Youngsville, LA, anchoring the Lafayette-Opelousas-Morgan City, LA metro in the South.
- Metro area
- Lafayette-Opelousas-Morgan City, LA
- Region
- South
- County
- Lafayette
- Address
- 511 Shore Dr
- Time zone
- CT (UTC-6)
- Office locations
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