Sowell Management Services

Sowell Management Services (CRD# 127145) is a financial advisory firm headquartered in North Little Rock, AR. They manage $493,126,806 in 3,041 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    493
    MILLION
  • Total Number of Accounts
    3,041
    ACCOUNTS
  • Average Account Value
    $162,159
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MD, MI, MN, MO, MS, MT, NC, NJ, NM, NV, OK, OR, PA, TN, TX, UT, VA, WA, WV

Financial Advisors at Sowell Management Services
Showing 1 - 10 of 13 top financial advisors.
1
Ian R. Maxwell
CRD#: 6007842
12636 High Bluff Drive, Suite 400, San Diego, CA 92130
100
Wealthminder
score

Ian Maxwell (CRD# 6007842) is an Investment Advisor Representative working at Reviresco Wealth Advisory in San Diego, CA and has over 5 years of experience in the finance industry. Advisory Services offered through Sowell Management Services, a registered investment advisor.

2
Ronald G. Bringhurst
CRD#: 2702685
1747 E. Morten Avenue, Suite 309, Phoenix, AZ 85020
93
Wealthminder
score

Ronald Bringhurst (CRD# 2702685) is an Investment Advisor Representative working at Sowell Management Services in Phoenix, AZ and has over 21 years of experience in the finance industry.

3
Jonathan M. Davis
CRD#: 4751388
2630 Ridgewood Road, Suite F, Jackson, MS 39216
93
Wealthminder
score

Jonathan Davis (CRD# 4751388) is an Investment Advisor Representative working at Sowell Management Services in Jackson, MS and has over 13 years of experience in the finance industry.

4
Lindsay R. Lingo
CRD#: 4767613
7301 River Pointe Drive, North Little Rock, AR 72113
93
Wealthminder
score

Lindsay Lingo (CRD# 4767613) is an Investment Advisor Representative working at Sowell Management Services in North Little Rock, AR and has over 11 years of experience in the finance industry.

5
David D. Moenning
CRD#: 1023866
Evergreen, CO
93
Wealthminder
score

David Moenning (CRD# 1023866) is an Investment Advisor Representative working at Sowell Management Services in Evergreen, CO and has over 35 years of experience in the finance industry.

6
Brent L. Walker
CRD#: 5878384
7301 River Pointe Drive, North Little Rock, AR 72113
93
Wealthminder
score

Brent Walker (CRD# 5878384) is an Investment Advisor Representative working at Sowell Management Services in North Little Rock, AR and has over 6 years of experience in the finance industry.

7
Jeremy M. Stalcup
CRD#: 5588688
7301 River Pointe Drive, North Little Rock, AR 72113
89
Wealthminder
score

Jeremy Stalcup (CRD# 5588688) is an Investment Advisor Representative working at Sowell Management Services in North Little Rock, AR and has over 4 years of experience in the finance industry.

8
Emily A. Bieker
CRD#: 5919409
7301 River Pointe Drive, North Little Rock, AR 72113
87
Wealthminder
score

Emily Bieker (CRD# 5919409) is an Investment Advisor Representative working at Sowell Management Services in North Little Rock, AR and has over 2 years of experience in the finance industry.

9
Nathan Birmingham
CRD#: 6488665
10130 Mallard Creek Rd, Suite 300, Charlotte, NC 28262
87
Wealthminder
score

Nathan Birmingham (CRD# 6488665) is an Investment Advisor Representative working at Sowell Management Services in Charlotte, NC and has over 2 years of experience in the finance industry.

10
James J. Benet
CRD#: 1353517
10130 Mallard Creek Rd, Suite 300, Charlotte, NC 28262
83
Wealthminder
score

James Benet (CRD# 1353517) is an Investment Advisor Representative working at Sowell Management Services in Charlotte, NC and has over 32 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.