# Cowan Financial Services

Cowan Financial Services is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/bjcowan

## Regulatory record

- **CRD number:** 174442
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/174442

## About

Cowan Financial Services, LLC is a state-registered investment adviser with $13 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Questions

### Who are the principals at Cowan Financial Services?

Cowan Financial Services does not publicly disclose its principals or investment team per available public records. The firm's governance and decision-making structure remain opaque.

### Where does the wealth managed by Cowan Financial Services originate?

Wealth origin is attributed to the Cowan family, but no specific industry, business, or inheritance source has been publicly documented.

### What sectors or asset classes does Cowan Financial Services target?

Cowan Financial Services does not disclose its sector focus or asset allocation strategy in any public source examined.

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Last updated: 2026-07-06T01:24:14.786Z

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