# LOWERY THOMAS, LLC

LOWERY THOMAS, LLC of LAFAYETTE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 110058
- Type: SEC-registered investment adviser
- SEC file number: 801-58206
- Location: 3685 MT. DIABLO BLVD., SUITE 151, LAFAYETTE, CA, 94549
- Phone: 831-230-6380
- Latest filing: 2026-03-12
- Regulatory AUM: $385.8M
- Discretionary AUM: $224.9M
- Non-discretionary AUM: $160.9M
- Clients: 6
- Accounts: 617

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Kenneth Grant Cala | V.P., SECRETARY., DIRECTOR | — |
| David James Lowery | VICE PRESIDENT | — |
| Mark Thomas Vicencio | PRESIDENT, CHIEF COMPLIANCE OFFICER, TREASURER, DIRECTOR | — |
| CALA KENNETH GRANT | V.P., SECRETARY., DIRECTOR | — |
| LOWERY DAVID JAMES | VICE PRESIDENT; VICE PRESIDENT, DIRECTOR | — |
| VICENCIO MARK THOMAS | PRESIDENT, CHIEF COMPLIANCE OFFICER, TREASURER, DIRECTOR; PRESIDENT, TREASURER, DIRECTOR | — |
| VICENCIO MARK T | PRESIDENT, TREASURER, DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110058/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110058/similar
- Related entities: https://search.stillhousedata.com/firm/110058/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110058

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.