Family Office
Sowell Management
Sowell Management is a US wealth management firm founded in 2001 by Bill and Cindy Sowell, headquartered in North Little Rock, Arkansas. In April 2020, Sowell Management and Affinity Investment Advisors formed a partnership launching OCIO services and portfolio management. Sowell Affinity was created and became the inv…
Assets Under Management
$1B-$10B
Headquarters
North Little Rock, Arkansas
Website
www.sowellmanagement.comAsset classes & sectors
Alternative InvestmentsDigital AssetsFixed incomePublic EquityReal Estate
Decision-makers
Daryl T Seaton
PRESIDENT
William Chesley Sowell
CHIEF EXECUTIVE OFFICER
Jason Fairbanks Inglis
CHIEF REVENUE OFFICER
Charles Clifford Hicks
CHIEF CUSTOMER OFFICER
Cynthia Sowell
MEMBER
Rodney Kresge
CHIEF COMPLIANCE OFFICER
Theodore Paul Norman
TRUSTEE
Nancy Norman
TRUSTEE
Gregory R. Lai
Co-Chief Investment Officer & Lead Portfolio Manager
David H. Sugimoto
Senior Portfolio Manager
Michael A. Petrino
Senior Portfolio Manager
Tianyue 'Fiona' Zhang
Associate Portfolio Manager
Members only
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