COWDELL INVESTMENTS, LLC

COWDELL INVESTMENTS, LLC is an SEC-registered investment adviser (CRD 122933). Regulatory assets under management: $76.0M.

Registration

• CRD: 122933
• Type: Registered investment adviser
• Phone: 801-763-1188
• Latest filing: 2026-03-30
• Regulatory AUM: $76.0M
• Discretionary AUM: $75.0M
• Non-discretionary AUM: $1.0M
• Clients: 2
• Accounts: 408

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 122933 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search