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| Happy Holidays!! thanks for using AUM13F!! |
| Sowell Financial Services LLC
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| CRD # | 127145 |
| SEC # | 801-63991 |
| CIK # | 0001633697 |
| AUM | $4.2 B (2025-06-11) |
| Employees | 146 (60% Investors, 7% Brokers) |
| Phone | 501-219-2434 |
| Address | 5320 Northshore Drive North Little Rock, AR 72118 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Amazon Com Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,926 | 2.8 |
| (b) Individuals (high net worth individuals) | 82 | 0.9 |
| (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 | 321 | 0.2 |
| (h) Charitable organizations | 29 | 0.0 |
| (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 | 214 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 13,257 | 4.2 |
| By Discretionary | ||
| Discretionary | 13,251 | 4.1 |
| Non-Discretionary | 6 | 0.1 |
| Total | 13,257 | 4.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.2 | |
| Total | 13,257 | 4.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001633697] | |
| D | [0001633697] |
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