COWAN CAPITAL ADVISORS

COWAN CAPITAL ADVISORS is an SEC-registered investment adviser (CRD 325865). Regulatory assets under management: $15.0M.

Registration

• CRD: 325865
• SEC file number: 801-127813
• Type: Registered investment adviser
• Phone: 650-242-8704
• Latest filing: 2026-04-15
• Regulatory AUM: $15.0M
• Discretionary AUM: $15.0M
• Clients: 1
• Accounts: 16

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325865 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search