# PROWELL FINANCIAL MANAGEMENT, LLC

PROWELL FINANCIAL MANAGEMENT, LLC of EXTON, PA is an SEC-registered investment adviser.

## Registration

- CRD: 281762
- Type: SEC-registered investment adviser
- SEC file number: 801-108292
- Location: 717 CONSTITUTION DRIVE, SUITE 102, EXTON, PA, 19341
- Phone: 484-359-4057
- Latest filing: 2026-03-24
- Regulatory AUM: $6.9B
- Discretionary AUM: $1.3B
- Non-discretionary AUM: $5.6B
- Clients: 4
- Accounts: 404

## Business model

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

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Mark Edward Prowell | MANAGING MEMBER; MANAGING MEMBER/CCO | — |
| Courtney Lynn Kauffman | MANAGING DIRECTOR; MANAGING DIRECTOR/CCO | — |
| Sarah Cook Lynch | VP OF OPERATIONS | — |
| PROWELL MARK EDWARD | MANAGING MEMBER/CCO | — |
| Kauffman Courtney Lynn | MANAGING DIRECTOR | — |
| LYNCH SARAH COOK | VP OF OPERATIONS | — |
| Lynch Sarah | VP OF OPERATIONS | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| PEMBROKE PINES | FL | 1 | 484-359-4057 |
| PEMBROKE PINES | FL | 1 | 484-359-4057 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/281762/brochure
- Similar advisers: https://search.stillhousedata.com/firm/281762/similar
- Related entities: https://search.stillhousedata.com/firm/281762/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/281762

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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.