# Cowan Capital Advisors

> Cowan Capital Advisors is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 15, 2026.

- CRD: 325865
- Filed as: COWAN CAPITAL ADVISORS
- Legal name: Cowan Capital Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: April 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325865
- AdvisorCensus page: https://advisorcensus.com/firm/cowan-capital-advisors-325865

## Quick answers

**How is Cowan Capital Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Cowan Capital Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Cowan Capital Advisors registered with the SEC or a state?**
Cowan Capital Advisors is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325865.

**How much does Cowan Capital Advisors manage?**
Cowan Capital Advisors reports $15,000,000 in regulatory assets under management in its Form ADV filing dated April 15, 2026 (100% discretionary).

**What types of clients does Cowan Capital Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3); high net worth individuals (3).

**Does Cowan Capital Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/325865

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $15,000,000
- Discretionary: $15,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $872,000 |
| High net worth individuals | 3 | $14,128,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [cowancapital.us](https://cowancapital.us)
- [cowancapitaladvisors.com](https://cowancapitaladvisors.com)
- LinkedIn @cowan-capital-your-plan-in-place
- YouTube @CowanCapital-ov4zs

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cowan Capital Advisors (CRD 325865): Form ADV filing data as of October 2026.