Sowell Management

Sowell Management offers an RIA platform, outsourced investment management and back-office services to independent financial advisors. Advisors can affiliate in several ways: as investment adviser representatives of Sowell's RIA, as W-2 employees, as 1099 contractors, through an affiliated partner group, or as a separately registered RIA that buys Sowell's services while keeping its own registration.

The investment side is a TAMP with options ranging from open-architecture to fully curated portfolios. A program called FLEX IM provides outsourced chief investment officer support, which Sowell calls iCIO. In October 2026 the firm reorganized this work into the Sowell Office of the CIO, which handles portfolio construction, research and advisor consulting, and lets advisors either stay involved in portfolio decisions or delegate them. An advisor services team covers data and technology, billing and accounting, operations and compliance. An Advanced Planning Group, launched in August 2026, adds estate, tax and business succession planning for high-net-worth clients. Sowell also offers minority investments and acquisitions for advisors planning succession.

Bill and Cindy Sowell founded the firm in 2001. Industry coverage reposted on its site describes it as a registered investment adviser based in North Little Rock, Arkansas, and reports that private equity firm Merchant took a minority stake in May 2026 to back an advisor partnership program. Pricing is not published.