RIA Intel›Advisers›COWAN CAPITAL, LLC

COWAN CAPITAL, LLC

SEC RegisteredAdvisory

Data as of Aug 15, 2023 · Source: SEC Form ADV

Average account

$975K

across 4 accounts

AUM per adviser

$4M

1 advisers

Filing history

6

filings since 2023

Source: SEC Form ADV. Figures as filed Aug 15, 2023.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record6

First FilingMar 30, 2023

Latest FilingAug 15, 2023

Full AUM trend chart and 6 historical filings spanning 1 year

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Registration

SEC RegisteredYes

Exempt ReportingNo

Succession Risk

Lower risk

Composite band across five pillars

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

22nd percentile

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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