Christopher Cowan
Christopher Cowan is a registered investment advisor at Sollinda Capital Management LLC, based in Savannah, GA, with 23 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,506 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sollinda Capital Management charges up to 2.25% annually on the total value of your investments. In addition, there is a strategy fee based on the investment strategy used, and a $4 monthly administration fee for documents and reports. The advisory fee can be negotiated. If you open an account mid-month, the initial fee will be adjusted for the days left in the month.
Location
1 Oglethorpe Prof. Blvd., Ste. 102, Savannah, GA, 31406
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Christopher is involved in several business activities, including Cowan Financial Group, Cowan Farms (honey sales and guided trips), Piper Rd Solar LLC, Brouillette & Cowan Inc. (accounting, tax, and consulting), Sollinda Capital Mgmt (RIA), and Legacy Financial Partners, Inc. He dedicates full-time hours to Legacy Financial Partners, Inc.
Employment History
Current Registrations
Sollinda Capital Management LLC
Saxony Securities, INC.Broker
Previous Registrations
Capital Investment Advisory Services, LLC
Capital Investment Group, INC.Broker
Investors Capital Advisory
Investors Capital CORP.Broker
Woodbury Financial Services, INC.Broker
H.D. Vest Investment ServicesBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.