Sowell Management

Investment Advisor
in Flagstaff, AZ

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About this Advisor

Matthew Mcmahon is a certified financial planner working in Flagstaff, Arizona, who has been in the advisory business for 10 years. Mcmahon is an employee of Sowell Management. Over the course of their career, they have held roles at Conservative Financial Solutions, Vora Financial Group, Four Peaks Wealth Management, LLC and Sowell Management Services. Mcmahon maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to operate in Arizona. Sowell Management is an advisory company operating in Flagstaff, Arizona. It has offices in 49 locations and a total of 161 employees. It oversees $2 billion in total assets across its 10,321 accounts, making it one of the largest firms in the nation by assets under management. The firm advises seven charities and foundations. Of its 10,321 customer accounts, just 9% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Sowell Management has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services typically depend on which services are provided. Fee types billed by Sowell Management most likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations


Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

914 N. San Francisco St Suite S
Flagstaff, AZ 86001

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Sowell Management Brokerage Details

Total Assets Under Management


AZ Average: $880,205,985
Total Number of Employees


AZ Average: 42
Total Number of Accounts


AZ Average: 1,714
Average Account Size


AZ Average: $513,539

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Investment Advisory Services

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

Matthew Mcmahon Work History

Matthew has 10 years of experience.

2018 - Present (4 years)

Sowell Management Services

2015 - 2018 (3 years)

Four Peaks Wealth Management, LLC

2013 - 2015 (2 years)

Conservative Financial Solutions

2010 - 2013 (3 years)

Vora Financial Group


Matthew Mcmahon has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sowell Management

Hannah Kennedy
Springdale, AR
Jessica Poynter
Little Rock, AR
Henry Sanders
Little Rock, AR
Samuel Kornstein
Boston, MA
Lewis Partridge
Benton, AR
Brady Buskirk
Gig Harbor, WA
John Deshaw
North Little Rock, AR
Dawn Santoriello
North Little Rock, AR

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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