Mowell Financial Group Na Corp (Tallahassee)

Mowell Financial Group Na Corp is an adviser based in Tallahassee. It manages $43.82 million of regulatory assets for 142 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Florida, Georgia, and 6 other states.

Mowell Financial Group Na Corp provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mowell Financial Group Na Corp: assets under management

The assets under management (AUM) of Mowell Financial Group Na Corp is $43.82 million. The firm's AUM has gone down by -62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $29.2 million in discretionary accounts and $14.61 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $584.05 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $158.84 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mowell Financial Group Na Corp for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mowell Financial Group Na Corp

John Byard Mowell has been acting as President since 1 Aug 1981. Caroline Menuet Scott joined the executive team most recently as the Secretary/Treasurer Vp Operations.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Loanva Bush Howell	Secretary/treasurer	1 Aug 1881	Other	1472253
John Byard Mowell	President	1 Aug 1981	75% - 100%	827487
Kimberly Anne Ritchey	Secretary/treasurer	1 Jan 2002	Other	1603840
John Byard Mowell	Chairman	1 Jan 2004	75% - 100%	827487
Todd Cameron Hunter	President	1 Jan 2004	Other	1463741
Caroline Menuet Scott	Secretary/treasurer vp operations	1 Apr 2005	Other	4973366

Based in Tallahassee

The principal office where Mowell Financial Group Na Corp performs its advisory services is located at 407 East 6 Th Avenue, Tallahassee, FL 32303, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.