Cowan Capital Advisors is dedicated to building long term growth of investment
assets for busy professionals, and those nearing or already in retirement.
Cowan Capital Advisors is dedicated to building long term growth of investment assets for busy professionals, and those nearing or already in retirement.
THE COWAN CAPITAL ADVISORS DIFFERENCE
Our firm is limited to accepting up to $500 million in Assets Under Management. This limit is placed on our business to maintain high quality relationship management with our clients. Once this limit has been reached we will automatically cease to accept new client engagements.
There are approximately 21,600 SEC-Registered Investment Advisors (RIAs) in the United States.* Cowan Capital Advisors is a state-registered RIA. We make no claim of being special or fundamentally different from other advisory practices. Our RIA practice is built on proprietary stock and ETF strategies which are designed for investors with a long term outlook and time horizon. We provide third party strategies at client request, but we generally do not recommend them because of the layering of cost to the client as third party managers charge their own fees.
Our custodial partner Altruist is unique in the industry in that they will not engage in cross-selling you products in competition with us, unlike many larger custodians. Our entire business model is based on simplicity, and low cost to the client.
* As of October 2025. Source: Securities and Exchange Commission.
FIRM FOUNDATIONS
Pour the foundation, then build the house. A solid financial foundation is the basis for a comfortable future. Don’t leave what you’ve worked so hard to accumulate to investment ‘professionals’ who outsource to third parties, firms which offer the inducements of a one-stop shop, or engage in flashy and expensive advertising campaigns. Guess who pays for those advertising campaigns? You do. Avoid them.
Ready to unlock your financial future?
Our corporate partners
