S
$10.2M Total AUM
$10.2M Disc. AUM
-- 3Y CAGR
2 Employees
8 ADV. Clients
0 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-31-2025
- Office Locations
- 1
Office Locations
511 Shore DR Suit #2 Youngsville LA
About SOW Advisors LLC
SOW Advisors LLC is a Youngsville-based RIA. The firm has been operating for 0 years. Managing $10.2M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Team overview
-- AVG AGE
$5.1M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
L
Logan Daniel Bowers
Chief Executive Officer, Investment Adviser Representative, Managing Member
- CRD
- #6997740
- Ownership
- 50% but less than 75%
Available
Available
Available
B
Bradley Spencer Ortego
Investment Adviser Representative, Managing Member
- CRD
- #8122927
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,201,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,201,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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