NORTH LITTLE ROCK, ARCRD 127145Latest ADV April 29, 2026
Sowell Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in North Little Rock, AR. Its latest Form ADV filing, dated April 29, 2026, reports $4.8B in regulatory assets under management, 162 employees, 70 offices, and 16,763 accounts.
Assets Under Management
$4.8B
Employees
162
Offices
70 offices
Total Clients
6,624
Primary office
NORTH LITTLE ROCK, AR
5320 NORTHSHORE DRIVE, NORTH LITTLE ROCK, AR, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.8% of total clients.
Top client categories% of clientsClients
1
Individuals
88.8%
5,880
2
HNWI
6.0%
400
3
Corporations
3.0%
196
4
Pension Plans
1.8%
116
5
Charitable
0.5%
32
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.8Bas of April 29, 2026
Discretionary98.5%
$4.7B
99% of total RAUM98.5%
Non-discretionary1.5%
$70M
1% of total RAUM1.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.8B
Total Accounts16,763
10Y AUM Change+$3.7B (+322.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees162
Clients per Employee41:1
10Y Employee Change+94 (+138.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.