FUNDRAISING NEWS | November 19, 2024
North Little Rock, AR-based RIA Sowell Management said it added three new advisors operating out of Alabama, Arkansas, and Florida, in the third quarter, integrating over $220M in combined AUM into the firm’s platform.
Michael Ellis leads a four-person team through his Madison, AL-based independent practice Ellis Wealth Advisors, joining from Raymond James. Daniel Rivers runs his own Camden, AK-based practice Rivers Investment Group, along with office administrator Deborah Hemauer, and joins from Osaic. Gregg Brant joins from Edward Jones and will integrate into existing Sowell affiliate Barclay Breland Family Office, which operates out of Palm Beach County, FL, and manages more than $219M in client assets.
As of September, Sowell manages approximately $5B in managed client assets through its network of independent financial advisors nationwide.
