COWAN FINANCIAL SERVICES, LLC

COWAN FINANCIAL SERVICES, LLC is an SEC-registered investment adviser (CRD 174442). Regulatory assets under management: $13.1M.

Registration

• CRD: 174442
• Type: Registered investment adviser
• Phone: 405-210-0756
• Latest filing: 2026-04-28
• Regulatory AUM: $13.1M
• Discretionary AUM: $13.1M
• Clients: 1
• Accounts: 54

Business model

Compensation: % of AUM.

Clients served: 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 174442 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search