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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-17-2004
- Office Locations
- 72
Office Locations
About Sowell Management
Sowell Management provides a platform for independent advisors and RIAs, combining investment management/strategies with operations, compliance, technology, and infrastructure support. Advisors can keep their own business and registration (including as an independent contractor), join an affiliated partner group, or transition into an employee model. Portfolios commonly use ETFs and mutual funds alongside public funds and fixed income, with access to scale across major custodians like Schwab and Fidelity, plus succession and capital options.
Reported data analysis
What the numbers show
Between December 11, 2025 and June 29, 2026, reported AUM increased 13.6%, from $4.2B to $4.8B.
Across 5 reported observations, AUM increased 73.1% between December 13, 2022 and June 29, 2026, from $2.8B to $4.8B.
Of the latest reported AUM, 98.5% is discretionary and 1.5% is non-discretionary.
The firm reports 94 advisory representatives and 6,624 clients, or 70.5 clients per representative. That equates to $725.9K in reported AUM per client.
The profile lists 72 reported office locations and 22 years in operation. The source data was last updated on July 23, 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
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Sowell Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RODNEY KRESGE
Chief Compliance Officer
- CRD
- #2611596
- Ownership
- Less than 5%
DARYL T SEATON
Chief Executive Officer, President
- CRD
- #4180863
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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MORRIS M. AMIRI
Advisor
- CRD
- #4266581
Oliver Jack Laurence Bakker
Member of the Board
- CRD
- #7954741
Showing 2 of 107 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,737,864,564 | $283,721 |
| Non-Discretionary | $70,296,768 | $1,098,387 |
| Total | $4,808,161,332 | $286,832 |
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Separately Managed Accounts
SMA allocation detail is available
Sowell Management has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Sowell Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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