{
  "crd_number": 120802,
  "slug": "g-earl-mowrey-and-co-l-l-c-youngstown-oh-120802",
  "primary_business_name": "G. EARL MOWREY & CO., L.L.C",
  "legal_name": "G. EARL MOWREY & CO., L.L.C.",
  "dbas": [],
  "city": "Youngstown",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "49660",
  "metro": {
    "cbsa_code": "49660",
    "common_name": "Youngstown",
    "msa_name": "Youngstown-Warren, OH",
    "path": "/advisors/oh/youngstown"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2012-07-12",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 41253810.0,
  "raum_discretionary": 1098350.0,
  "raum_non_discretionary": 40155460.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 23770051.0,
      "count": 116
    },
    "pension_profit_sharing": {
      "raum": 4772686.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 12711073.0,
      "count": 6
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "OH",
    "PA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/120802",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "YOUNGSTOWN",
  "url": "https://advisorcensus.com/firm/g-earl-mowrey-and-co-l-l-c-youngstown-oh-120802",
  "display_name": "G. Earl Mowrey & Co., L.L.C",
  "summary": "G. Earl Mowrey & Co., L.L.C is a state-registered investment advisory firm in Youngstown, OH, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. G. Earl Mowrey & Co., L.L.C (CRD 120802): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is G. Earl Mowrey & Co., L.L.C compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), G. Earl Mowrey & Co., L.L.C reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is G. Earl Mowrey & Co., L.L.C located?",
      "a": "G. Earl Mowrey & Co., L.L.C's principal office is in Youngstown, OH, according to its Form ADV."
    },
    {
      "q": "Is G. Earl Mowrey & Co., L.L.C registered with the SEC or a state?",
      "a": "G. Earl Mowrey & Co., L.L.C is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 120802."
    },
    {
      "q": "How much does G. Earl Mowrey & Co., L.L.C manage?",
      "a": "G. Earl Mowrey & Co., L.L.C reports $41,253,810 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (3% discretionary)."
    },
    {
      "q": "What types of clients does G. Earl Mowrey & Co., L.L.C serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (116); high net worth individuals (6); pension and profit sharing plans (but not the plan participants or government pension plans) (1)."
    },
    {
      "q": "Does G. Earl Mowrey & Co., L.L.C report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/120802"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/g-earl-mowrey-and-co-l-l-c-youngstown-oh-120802.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 116,
      "fewer_than_5": false,
      "raum": 23770051.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 6,
      "fewer_than_5": false,
      "raum": 12711073.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 4772686.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/120802",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}