Mowery Capital Management, LLC is an adviser based in Mckinney. It manages $29.6 million of regulatory assets for 140 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Texas.
Mowery Capital Management provides financial planning services, portfolio management for individuals and small businesses, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mowery Capital Management, LLC is $29.6 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mowery Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Charles Wildey Waring has been acting as President since 1 Jan 2003. Frederick Eugene Mowery joined the executive team most recently as the President/Ceo/Chief Compliance Officer.
The principal office where Mowery Capital Management, LLC performs its advisory services is located at 201 W. Virginia Street, Mckinney, TX 75069, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 972-818-9944 or by fax 972-818-7755. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.mowerycapital.com.