Carlos
Lowenberg

Lowenberg Group, LLC

CRD#2626255
Investment Advisor
in Austin, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Carlos Lowenberg is a chartered financial consultant working out of Austin, Texas with a total of 5 years of relevant experience. Lowenberg is an advisor for Lowenberg Group, LLC. During their career, the advisor has held roles at Lowenberg Group, LLC, Kestra Financial Services, Inc and Nfp Securities, Inc. Lowenberg maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas. Lowenberg Group, LLC is a business that has its headquarters in Austin, TX. It oversees $128 million in assets across its 92 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 92 customer accounts, 67% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Lowenberg Group, LLC performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules usually are based on which services the firm provides the client. Fee types billed by Lowenberg Group, LLC likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

906 Rio Grande Street Suite 200
Austin, TX 78701

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.

Lowenberg Group, LLC Brokerage Details

Total Assets Under Management

$128,265,189

TX Average: $3,042,739,679
Total Number of Employees

4

TX Average: 49
Total Number of Accounts

92

TX Average: 2,315
Average Account Size

$1,394,187

TX Average: $1,314,358

Investment Advisory Services

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

Carlos Lowenberg Work History

Carlos has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Lowenberg Group, LLC

2016 - 2017 (1 year)

Kestra Financial Services, Inc

2010 - 2016 (6 years)

Nfp Securities, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Carlos Lowenberg 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 Lowenberg Group, LLC

Christopher Manor
Austin, TX
Carlos Lowenberg
Austin, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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