Lowery Thomas, LLC
Lowery Thomas, LLC is an SEC-registered wealth manager with $385.8M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Lowery Thomas, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110058, SEC 801-58206, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $385.8M (2026-03-12)
- Firm type
- Wealth Manager
- Employees
- 6
- Clients
- 184
- CRD
- 110058
- Ownership
- CALA, KENNETH, GRANT; LOWERY, DAVID, JAMES; VICENCIO, MARK, THOMAS; VICENCIO, MARK, T
How much AUM does Lowery Thomas, LLC have?
Lowery Thomas, LLC reported $385.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Lowery Thomas, LLC?
Disclosed owners and executives of Lowery Thomas, LLC include CALA, KENNETH, GRANT, LOWERY, DAVID, JAMES, VICENCIO, MARK, THOMAS, VICENCIO, MARK, T. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.