John
Gathright

Sowell Management

CRD#2658520
Investment Advisor
in Little Rock, AR

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About this Advisor

John Gathright is a financial advisor operating in Little Rock, Arkansas, who has been in the industry for 10 years. Gathright is an employee of Sowell Management. Gathright has gained experience at Lifesmart Wealth Management, LLC (141105), Lifesmart Financial Advisors, LLC and Sowell Management Services. Gathright holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Arkansas and Texas. Sowell Management is a business operating in Little Rock, Arkansas. The firm has offices in 49 locations and a total of 161 employees. It controls $2 billion in assets under management across its 10,321 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm serves seven charitable organizations. Of its 10,321 accounts, just 9% are held by high-net-worth clients who have greater than $1 million in investable assets. Sowell Management performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually are based on which service is offered. Fees charged by Sowell Management most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

Disclosures

No

Office Location

15112 Pride Valley Road
Little Rock, AR 72223

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Sowell Management Brokerage Details

Total Assets Under Management

$2,175,877,943

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

161

AR Average: 42
Total Number of Accounts

10,321

AR Average: 1,714
Average Account Size

$210,820

AR 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

John Gathright Work History

John has 10 years of experience.

2019 - Present (2 years)

Sowell Management Services

2010 - Present (11 years)

Lifesmart Wealth Management, LLC (141105)

2010 - Present (11 years)

Lifesmart Financial Advisors, LLC

Disclosures

John Gathright has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sowell Management

Brady Buskirk
Gig Harbor, WA
Jessica Poynter
Little Rock, AR
Stanley Rapert
North Little Rock, AR
Miki Morrow
North Little Rock, AR
Matthew Reakus
Marlton, NJ
Hannah Kennedy
Springdale, AR
Chris Clark
North Little Rock, AR
John Deshaw
North Little Rock, AR

This content was compiled from the SEC and FINRA.

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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