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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-27-2023
- Office Locations
- 1
Office Locations
About Cowan Capital Advisors
Cowan Capital is a California-registered, family-focused wealth and investment management firm focused on long-term growth of clients’ liquid assets through customized portfolios and proprietary strategies, complemented by access to multiple third-party money managers. The firm states it has no product selling agreements or commissions and offers strategies through the Altruist Model Marketplace, using Altruist as its custodian to avoid cross-selling conflicts.
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Owner & Executives
JAMES LAWRENCE COWAN
FOUNDER, Investment Advisor, Managing Member
- CRD
- #3126474
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,000,000 | $975,000 |
| Non-Discretionary | $0 | -- |
| Total | $15,000,000 | $975,000 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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