Cowa is an investment advisor in Tulsa with $337.21 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
824613188
SEC advisor number
801-113403
FINRA CRD number
297180
AUM ?
$337.21 mm
(as of 23 May 23)
Accounts
793
(as of 23 May 23)
Employees
7
(4 investment advisory or research)
Office hours
Monday - Friday, 8:30 A.M. - 4:30 P.M.
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Shelter Me, LLC | Managing Member | 06/2018 | 50-75% |
Third Bucket, LLC | Managing Member | 06/2018 | 50-75% |
Diacon, James, E | Chief Compliance Officer | 06/2018 | < 5% |
Diacon, James, E | Managing Member | 05/2018 | > 75% |
Lovelle, Nathan, Joel | Managing Member | 05/2018 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 May 24
13F-HR
Quarterly holdings report by institutional manager
16 Jan 24
13F-HR
Quarterly holdings report by institutional manager
30 Oct 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
4 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
18 May 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22