Sowell Financial Services LLC
Overview
Sowell Financial Services LLC is a privately held, independent registered investment advisory firm based in North Little Rock, Arkansas. The firm offers a range of financial services, including investment advisory services, to a diverse client base comprising high-net-worth individuals, corporations, and pension/profit-sharing plans. As of its latest filing, the firm manages assets totaling approximately $4 billion, with a portfolio that includes over 1,000 holdings. The firm's investment strategy focuses on large-cap U.S. equities, with significant positions in companies such as Apple, Microsoft, Amazon, and Walmart. Additionally, Sowell Financial Services LLC has holdings in various other asset classes, including fixed income, commodities, real estate, private equity, hedge funds, infrastructure, and venture capital. The firm's investment approach is characterized by a diversified portfolio across multiple asset classes and industries, aiming to achieve balanced growth and risk management for its clients. Sowell Financial Services LLC has demonstrated a consistent track record of managing substantial assets and maintaining a diversified investment portfolio, reflecting its commitment to providing comprehensive financial advisory services to its clients.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Sowell Financial Services LLC
What sectors does Sowell Financial Services LLC invest in?
Sowell Financial Services LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Arkansas, United States. Sowell Financial Services LLC is listed as a institutional investor in the ConnectSafely investor database.
What stage does Sowell Financial Services LLC invest at?
Sowell Financial Services LLC backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Sowell Financial Services LLC invest in?
Sowell Financial Services LLC invests across United States.
What companies has Sowell Financial Services LLC invested in?
Sowell Financial Services LLC's portfolio includes Apple, Microsoft, Amazon, Nvidia, Walmart, JPMorgan Chase & Co., Netflix and The Allstate Corporation.
Last updated · Source: ConnectSafely investor database