Mowery Capital Management, LLC (Mckinney)

Name: Mowery Capital Management, LLC
Address: 201 W. Virginia Street, Mckinney, TX, 75069
Telephone: 972-818-9944

Mowery Capital Management, LLC is an adviser based in Mckinney. It manages $29.6 million of regulatory assets for 140 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Texas.

Mowery Capital Management provides financial planning services, portfolio management for individuals and small businesses, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mowery Capital Management: assets under management

The assets under management (AUM) of Mowery Capital Management, LLC is $29.6 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $29.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $211.43 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mowery Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mowery Capital Management, LLC

Charles Wildey Waring has been acting as President since 1 Jan 2003. Frederick Eugene Mowery joined the executive team most recently as the President/Ceo/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles Wildey Waring	Director/cfo	1 Jan 2003	Other	824798
Frederick Eugene Mowery	President/ceo/chief compliance officer	1 Jan 2003	50% - 75%	1246802
South Ocean Management	Member	1 Jan 2003	25% - 50%	75-2589020

Based in Mckinney

The principal office where Mowery Capital Management, LLC performs its advisory services is located at 201 W. Virginia Street, Mckinney, TX 75069, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-818-9944 or by fax 972-818-7755. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.mowerycapital.com.