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| Sowell Financial Services LLC
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|---|---|
| CRD # | 127145 |
| SEC # | 801-63991 |
| CIK # | 0001633697 |
| AUM | $2.8 BB (2023-03-23) |
| Employees | 124 (73% Investors, 13% Brokers) |
| Phone | 501-219-2434 |
| Address | 5320 Northshore Drive North Little Rock, AR 72118 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| WMT | 335.4 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| XOM | 385.5 | 0.0 | |
| CVX | 294.6 | 0.0 | |
| KO | 270.0 | 0.0 | |
| JNJ | 465.6 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| VZ | 211.9 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,094 | 1.5 |
| (b) Individuals (high net worth individuals) | 239 | 1.1 |
| (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 | 61 | 0.0 |
| (h) Charitable organizations | 8 | 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 | 204 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 11,278 | 2.8 |
| By Discretionary | ||
| Discretionary | 11,133 | 2.7 |
| Non-Discretionary | 145 | 0.0 |
| Total | 11,278 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 11,278 | 2.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001633697] | |
| D | [0001633697] |
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|---|---|---|
|
Sound Shore Management Inc
✚
|
CT | 2.8 |
|
Infinex Investments Inc
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|
CT | 2.8 |
|
Radnor Financial Advisors LLC
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Raub Brock Capital Management LP
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BDO Wealth Advisors LLC
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|
Legacy Advisors LLC
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|
Gentrust LLC
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FL | 2.8 |
|
Bragg Financial Advisors Inc
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NC | 2.8 |
|
WCG Wealth Advisors LLC
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NV | 2.8 |
|
Texas Capital Bank Wealth Management Services Inc
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