|
⚲
|
| COWA LLC
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|
|
|---|---|
| CRD # | 297180 |
| SEC # | 801-113403 |
| CIK # | 0001844480 |
| AUM | $529.4 M (2026-03-20) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 918-984-9110 |
| Address | 8801 S Yale Avenue Tulsa, OK 74137 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Comfort Systems USA Inc | 16.6 | ||
| Apple Inc | 13.7 | ||
| Oneok Inc /New/ | 5.4 | ||
| Enterprise Products Partners L P | 2.9 | ||
| SPDR Gold Trust | 2.8 | ||
| Conocophillips | 2.7 | ||
| iShares Comex Gold Trust | 2.7 | ||
| Nvidia Corp | 2.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 253 | 84.0 |
| (b) Individuals (high net worth individuals) | 117 | 426.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 18.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,115 | 529.4 |
| By Discretionary | ||
| Discretionary | 1,018 | 456.7 |
| Non-Discretionary | 97 | 72.6 |
| Total | 1,115 | 529.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 528.0 | |
| Total | 1,115 | 529.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001844480] |
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|---|---|---|
|
Santa Barbara Mgmt LLC
✚
|
IL | 0.5 |
|
Matheson & Rock Wealth Management LLC
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|
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|
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|
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|
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|
BCR Wealth Strategies LLC
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