Chase
Fowler

Agw Capital Advisors

CRD#7212566
Investment Advisor
in Tampa, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Chase Fowler is a financial advisor based in Tampa, Florida, working with Agw Capital Advisors. Chase has previously held positions at Agw Capital Advisors, Wells Fargo, and Student and Triad Foundation, Inc. Chase has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Chase is part of Agw Capital Advisors, which operates out of Tampa, Florida. The firm has 14 employees and manages assets totaling $1.2 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Agw Capital Advisors includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

511 W. Bay Street Suite 310
Tampa, FL 33606

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Agw Capital Advisors Brokerage Details

Total Assets Under Management

$1,150,280,809

FL Average: $1,855,561,029
Total Number of Employees

14

FL Average: 62
Total Number of Accounts

975

FL Average: 2,474
Average Account Size

$1,179,775

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Chase Fowler Work History

2023 - Present (1 year)

Agw Capital Advisors

2019 - Present (5 years)

Agw Capital Advisors

2012 - Present (12 years)

Triad Foundation, Inc

2019 - 2022 (3 years)

Agw Capital Advisors

2017 - 2019 (2 years)

Wells Fargo

2009 - 2017 (8 years)

Student

Disclosures

Please visit the SEC profile of Chase Fowler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Agw Capital Advisors

Todd Sessums
Tampa, FL
Jared Lynn
Tampa, FL
James Robbins
Tampa, FL
Melissa Mayer
Tampa, FL
Rachel Toscano
Tampa, FL
William Buser
Tampa, FL
Chase Fowler
Tampa, FL
Kathryn Bryant
Tampa, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started