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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between November 25, 2025 and March 12, 2026, reported AUM increased 13.1%, from $341.1M to $385.8M.
Across 5 reported observations, AUM increased 22.9% between March 18, 2022 and March 12, 2026, from $313.9M to $385.8M.
Of the latest reported AUM, 58.3% is discretionary and 41.7% is non-discretionary.
The firm reports 3 advisory representatives and 184 clients, or 61.3 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 3 reported office locations and 27 years in operation. The source data was last updated on March 12, 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 Themes
- Investment Vehicles
- Services
- Technology
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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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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Lowery Thomas, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Lowery Thomas, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.