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Sowell Management Facts and StatsKey Messages to consider:Focus - being a leader in the industry - fee-based and RIA space; Our accomplishments and growth; national company and leadership - the difference we are making to our industry and our people Why Sowell? What makes Sowell standout, a unique and a leader in their space?The Past & Successes:1995 began fee-based practice - Pioneer in the Fee-based space, ahead of his timeIndustry trends - becoming an RIA 20 years ago... vision for today’s rapidly growing industryToday, TOP 5% of RIA firms Nationwide! 2020 Financial Advisor Magazine’s Top 50 Fastest-Growing RIA Firms – Sowell is ranked #47 fasted growing and 129th?Largest (out of over 30,000 RIAs in the United States) puts Sowell in the top 5% of RIA firms NationwidePrestigious Financial Times 2020 Top 300 RIA Recognition – 3x (only one in Arkansas - how many in the south?).? 20th Anniversary year, 2021. (2001 – 2021) and successfully navigating and succeeding through all watershed events (such as COVID and more) both affecting financial institutions and our country in general.Coast to Coast Advisors (NY to CA)Sowell advisor’s service clients in all 50 states as well as Puerto Rico and Washington D.C.Awards (see below)Unique offering, business model and approachArkansas roots (born and raised), Arkansas growth, Arkansas Advisors, Arkansas Generations at workThe Future:Where we're heading. Technology Integration. New Technology Growth. New Advisor Revenue Growth opportunities (401k, insurance). New Partnerships. New Businesses (Insurance, Transition Services, Marketing), While staying strong with our roots of being a service company and putting our advisors first.Sowell Affinity - bringing institutional portfolio mgt customized for the values of the retail client. Flex Platform allows for choice.Culture – Core Values, EOS Culture, #CompelledToExcel initiativeFamily - Multigenerational (Bill, Cindy, Abby and Evan)Quick facts about Sowell Management:Founded?– Sowell Management is celebrating their 20th anniversary and was founded in 2001.Employees?– Currently 31 and growingAffiliations and branch offices?– Currently, we have 103 IAR’s in 54 branch offices covering 21 states. Additionally, we have 20 RIA affiliates with 26 advisors, operating in 14 states. The combined total of unique states branch is 26.?Sowell advisors serving clients in all 50 states as well as Puerto Rico and Washington D.C. (as of 12/31/2020)?Core business areas?– providing Financial Advisors growth opportunities by supporting them with a full suite and breathe of services allowing them to focus on building, growing and maintaining relationships with their clients. Service areas to include: Technology & Data, Portfolio Management, Back Office and Billing, Marketing & Creative, Financial Planning, Compliance, Merger & AcquisitionRecent awards or recognition?– 2020, Bill Sowell named Arkansas Business of the Year, Executive of the Year.?2020 Financial Times Top 300 Registered Investment Advisors (2018, 2019 and 2020) - the only one in Arkansas.? 2020 Financial Advisor Magazine’s Top 50 Fastest-Growing Firms - ranked #47 fasted growing and RIA Ranking at 129th?Largest (out of over 30,000 RIAs in the United States) – upper 5% moving up 30 places in less than one year which puts Sowell in the top 5% of RIA firms Nationwide. 2020 America’s Top TAMPS (2014, 2015, 2016, 2017, 2018, 2019, 2020)2020 Barron’s Top 100 RIA firmsOct 2020, Featured on the Cover of Arkansas Money and Politics 2019 Citiwire USA ‘Future 50 RIA’. The award recognized RIA firms from across the U.S. highlighting the leaders of this competitive and growing industry.Financial Growth (AUM/AUA)?– In 2020, we ended the year at $2.98B. As of 12/31/2020 year-end, we’ve reached $4.04B, an annualized growth rate of 35%. ................
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