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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-06-2015
- Office Locations
- 1
Office Locations
About Cowan Financial Services, LLC
Cowan Financial Services, LLC is an independent, full-service advisory firm serving both individuals and businesses with customized strategies for complex financial needs. The practice emphasizes financial planning, retirement plan guidance, and insurance/life insurance solutions, with portfolios commonly implemented using asset allocation across ETFs and mutual funds. Custody is maintained with Interactive Brokers, and the firm is led by Billy Jack Cowan.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 41 clients, or 41 clients per representative. That equates to $318.5K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on April 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Vehicles
- Services
- Technology
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The full Cowan Financial Services, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BILLY JACK COWAN
Chief Compliance Officer, Investment Advisor Representative, Managing Member, President
- CRD
- #2282402
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,058,680 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,058,680 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Cowan Financial Services, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.