SOWELL MANAGEMENT

Legal name: SOWELL FINANCIAL SERVICES, LLC

CRD 127145File 801-63991

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Jul 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$4.81B

Top 25% of cohort (national)

Discretionary AUM

$4.74B

Non-discretionary $70.3M

Clients

6,624

16,763 accounts

Employees

162

Top 10% of cohort in AR

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: May 27, 2005
Principal office: 5320 NORTHSHORE DRIVE, NORTH LITTLE ROCK, AR, 72118
Phone: 501-219-2434
Website: https://www.reaganholloway.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $4.81B
Discretionary AUM: $4.74B
Non-discretionary AUM: $70.3M
Discretionary accounts: 16,699
Non-discretionary accounts: 64
Total accounts: 16,763
AUM per client: $726K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	196	$353.1M
Charitable organizations	32	$16.8M
High net worth individuals	400	$2.03B
Pension and profit sharing plans	116	$156.7M
Individuals (other than high net worth individuals)	5,880	$2.25B

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11
Q11D2
Q11D4
Q11D5
Q11E4

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.