TrueAdvisor
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BC
BC

Bobby Kyle Cowand

Realta Investment Advisors, INC
32 Years of Experience
5 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Realta Investment Advisors, INC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
1,958 clients
Average Client Portfolio
$175K average
Assets Under Management
$343.5M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

Location

1201 N. Orange Street, Suite 729, Wilmington, DE, 19801

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2016
Settled
Customer Dispute
June 2006
Closed-No Action
Customer Dispute
August 1998
Settled
Customer Dispute
November 1997
Settled
Employment Separation After Allegations
August 1994
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Bobby is the CEO/President of Airbubbles LLC, involved in aviation, and owns Regal Rooms LLC (leasing space) and Regal Waves LLC (recording/broadcasting). He also works full-time for Realta Investment Advisors, Inc. and Cowand Wealth Management, and spends a few hours per week as an insurance agent.

Employment History
Current Registrations
Realta Investment Advisors, INC
January 2018 - Present · 8 yrs 1 mo
Realta Equities, INC.Broker
January 2018 - Present · 8 yrs 1 mo
Previous Registrations
Cary Street Partners
November 2013 - March 2018 · 4 yrs 4 mos
Cary Street PartnersBroker
November 2013 - March 2018 · 4 yrs 4 mos
Riverstone Wealth Management
January 2004 - December 2013 · 9 yrs 11 mos
Riverstone Wealth Management, INC.Broker
March 1996 - December 2013 · 17 yrs 9 mos
Bluebonnet Securities, INC.Broker
June 1995 - March 1996 · 9 mos
H.J. Meyers & CO., INC.Broker
August 1994 - May 1995 · 9 mos
Dickinson & CO.Broker
February 1993 - September 1994 · 1 yr 7 mos
State Registrations19 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.