One of the primary objectives of Sowell Management, a privately held Registered Investment Advisor that serves financial advisors nationwide, is to lead the charge in delivering innovative solutions that foster growth and scale faster. The company is doing just that with the recent launch of FLEX Connect, its end-to-end technology solution that empowers financial advisors through every stage of the wealth management life cycle.
Sowell Management, an RIA based in Arkansas, recently launched FLEX Connect, an end-to-end technology solution for its financial advisor partners. The project has been in the works for almost two years and is being well received by its clients
The writing is on the wall for Registered Investment Advisors (RIAs) that aim to sustain the growth they have experienced in recent years. For most RIAs the majority of recent growth has come from market appreciation and accelerating merger and acquisition (M&A) activities, not the true organic growth from new client acquisition. But the recent slowdown in M&A growth has firms turning back to the basics and focusing on organic growth, according to David DeVoe, an RIA growth consultant.
With 50-plus branch offices all across the country and being based in Arkansas, it only made sense that we would expand our efforts into northwest Arkansas with a physical presence. We would not have opened an office in northwest Arkansas without an anchor. Fortunately, that opportunity came through acquiring Sector Grid Advisors, who were affiliated with Raymond James in Rogers. The advisers, Bob Taylor and Tonya McKaughan, were a perfect fit for us in every way — their size, which was around $120 million, and focus on client service, along with being a great cultural fit and just basically being really good people. … Our projections have us topping $200 million in four years, and I wouldn’t be surprised if we hit that much quicker.
A fast-growing Arkansas registered investment adviser (RIA) is planning for its next growth wave. No surprise that the strategy includes one of the country’s fastest-growing regions.
Sowell Management, the privately held firm based in North Little Rock led by founder Bill Sowell, is making waves in the financial world by opening an office in Northwest Arkansas, which is home to numerous Fortune 500 companies. The company has signed a long-term lease for approximately 5,500 square feet on the first floor of the Cooper Communities building at 903 N. 47th St. along Interstate 49 in Rogers.
Sowell Management has been named to Forbes inaugural list of America’s Top Registered Investment Advisor (RIA) Firms. The 2022 list recognizes the leading RIA firms across the U.S. with decades of experience and a proven record of accomplishment seeing clients through market turmoil and preserving their wealth. Sowell Management ranked 94th in the prestigious annual […]
Bill Sowell and his wife, Cindy,
have worked side-by-side for more
than 20 years. The duo has made
Sowell Management one of the most
successful and trusted advisory firms
nationwide. It was recognized in
2020 by Barron’s as a Top 100 RIA.
Growing up in Humboldt County on the northern California coast in the 1970s and ‘80s, Daryl Seaton was surrounded by farm animals, cannabis crops and wineries to the south. Seaton was a member of Future Farmers of America and 4-H, was surrounded by an agrarian lifestyle and fell in love with the intricacies of the varietal
arts. So much so that when he went into financial services, he took a blended approach to winemaking as an inspiration for his approach to investing.
Arkansas Money & Politics is proud to showcase its Future 50 for 2021. The Future 50 represents those Arkansans — business, political, cultural leaders — recognized by AMP readers as poised to do big things in their fields.
They could be up-and-comers, business leaders already established or industry veterans who have switched fields. But they all share one thing in common — from them, big things are expected. Highlighted by the subject of this month’s cover, Rock Dental Brands CEO Kristi Crum, this year’s Future 50 installment runs the gamut of Arkansas industry, from tech startups to government service.
Bill Sowell and his wife, Cindy, have worked side-by- side together for more than 20 years. The duo have made Sowell Management one of the most successful and trusted investment firms in the entire state. Outside of dollar signs and portfolios, Sowell enjoys golfing, boating and duck hunting.
What is Bitcoin? I find that this question is coming up a bit these days, especially within and outside the halls of Sowell Management. One finds oneself wondering if this is that “canary in the coal mine” moment?…