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Private Wealth Daily
ria

Sowell Management

NORTH LITTLE ROCK, AR
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CRD: 127145
In network coverage since August 31, 2026 · 10 stories
$4.8BRegulatory AUMSEC Form ADV · Oct 24
162EmployeesForm ADV
Regulatory AUM · Sep 5 – Oct 24
Network coverage
Moves

Sowell Management promotes Scott Dooley to CIO

The $6.8 billion Arkansas RIA's new Office of the CIO will add research, portfolio construction and consulting for advisors.
RIA · Oct 19Sowell names Scott Dooley CIO, restructures investment platform for advisors
Deals & PE · Sep 30Merchant takes $255.9 million stake in $97 billion Australian wealth firm Ironbark
Practice management · Sep 7Tax planning is the new client-acquisition play
The Close · Sep 2RIA roll-ups are now buying retention, not just assets
RIA · Sep 1Sowell builds an in-house tax team for $5 million households
Practice management · Sep 1Sowell arms advisors with tax-and-estate planning group
RIA · Sep 1Grimes brings tax prep in-house as mid-sized RIAs chase retention
The Wrap · Aug 31Commonwealth loses teams to a startup RIA and Cetera
RIA · Aug 31Sowell builds in-house tax and estate depth for wealthy clients
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