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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-02-1999
- Office Locations
- 3
Office Locations
About Lowery Thomas, LLC
Lowery Thomas LLC is an independent RIA providing behavioral-finance-informed wealth management for high net worth individuals and families. The firm builds and closely monitors customized investment and financial plans, including comprehensive financial planning, retirement planning, and employee stock option guidance. Public data indicates ETF-heavy portfolios and Charles Schwab as a primary custodian.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KENNETH GRANT CALA
DIRECTOR, Investment Advisor, Vice President
- CRD
- #4357683
- Ownership
- 50% but less than 75%
MARK THOMAS VICENCIO
Chief Compliance Officer, DIRECTOR, President, TREASURER
- CRD
- #4105009
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $224,897,361 | $633,514 |
| Non-Discretionary | $160,875,249 | $614,028 |
| Total | $385,772,610 | $625,239 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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