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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-22-1993
- Office Locations
- 1
Office Locations
About Sowa Financial Group
Sowa Financial Group is a Rhode Island–based wealth management firm focused on goals-based financial planning, retirement and estate planning, and insurance guidance for individuals and business owners. Portfolios primarily use public funds and ETFs, with custody through Fidelity/NFS. The team emphasizes investor education, including its nightly MoneyTalk radio show and podcast.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DONNA GRACE SOWA ALLARD
PARTNER, President
- CRD
- #5124490
- Ownership
- 50% but less than 75%
DANIEL JOSEPH SOWA
Chief Compliance Officer, Director of Operations, PARTNER, Vice President
- CRD
- #6182681
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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NATHAN LEE BEAUVAIS
Certified Financial Planner
- CRD
- #6405123
STEVEN JAMES BEAUVAIS
Investment Advisor
- CRD
- #706078
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $517,016,775 | $369,298 |
| Non-Discretionary | $0 | -- |
| Total | $517,016,775 | $369,298 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | 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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