Who We Are
Founded in 2001, Sowell Management is a privately held, independent registered investment advisory firm offering a broad array of investment strategies as well as turn-key back office service solutions to financial advisors.
You retain 100% ownership of your practice!
Turn-key Technology Suite
Robust technology tools to help you grow your business.
Our seasoned team guides your transition process.
TD Ameritrade, Fidelity, E*TRADE & Schwab
IAR/RIA partners have a dedicated support team for account openings and other necessary business functions.
Keep your established brand –or– design and integrate a new brand/logo!
RIA partners can utilize Sowell’s compliance services.
Leverage the Advisors Choice platform to outsource your PM. Sowell Management also offers white-label portfolio strategies, thought leadership, and customized solutions.