Sowell Management

Overview

Sowell Management is an SEC registered investment adviser based in North Little Rock, AR, registered since 2005. It reports $4.8B in assets under management across 16,763 accounts, with 162 employees. It has 106 investment adviser representatives.

Reported AUM

$4.8B

Discretionary

99%

Accounts

16,763

Average account

$287K

Employees

162

Advisory reps

106

Registered since

2005

Jurisdictions

53

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 4

• Daryl T Seaton President, Chief Executive Officer CRD 4180863
• William Chesley Sowell IV Founder, Chief Strategy Officer CRD 2131557
• Rodney Kresge Chief Compliance Officer CRD 2611596

1 more executive officer, with direct contact details

Advisory reps 3 of 106

• Morris M Amiri Investment Adviser Rep CRD 4266581
• Oliver Jack Laurence Bakker Investment Adviser Rep CRD 7954741
• Chris D Balka Investment Adviser Rep CRD 2574220

103 more advisory reps, with emails, phones and branch locations

Location

Headquarters

5320 Northshore Dr
North Little Rock, AR 72118

County

Pulaski

Metro area

Little Rock-North Little Rock-Conway, AR

Region

South

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: bravernwealth.com

Every state, with registration dates

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