RIA Intel›Advisers›Utah›COWDELL INVESTMENTS, LLC

COWDELL INVESTMENTS, LLC

Advisory

UT

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in UT
#198
of 249 advisers by AUM
Average account
$186K
across 408 accounts
AUM per adviser
$38M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$76M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$76M
Discretionary AUM$75M
Non-Discretionary AUM$1M
Discretionary %98.7%
Total Clients408
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InUT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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