SOWA FINANCIAL GROUP

Overview

Sowa Financial Group is an independent registered investment adviser serving individuals and families. The firm combines fee-based portfolio management with financial planning and periodic client communications. Its revenue model includes percentage-of-assets and fixed fees. Investment activity favors pooled public funds — notably mutual funds and ETFs — while also integrating third-party alternatives and income-oriented instruments. The adviser is not an active ESG investor and operates under an individual ownership structure that has been registered since the early 1990s. Portfolio construction appears to lean toward broad, fund-based equity exposure for liquid allocations, supplemented by non-public strategies to add diversification and income. The firm publishes periodic materials and provides portfolio management for individuals and small-business owners, suggesting a client-facing process that blends model-based fund allocations with custom planning advice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices