Cowa, LLC
● SEC registered since 2018CRD 297180SEC# 801-113403Tulsa, OK
Reg. AUM
$529.4M
Employees
6
Accounts
1,115
Location
Tulsa, OK
Cowa, LLC assets under management
Cowa, LLC is an SEC-registered investment adviser based in Tulsa, OK. The firm has been registered since 2018. It reports $529.4 million in regulatory assets under management and employs 6 people.
Cowa, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James E Diacon Control | Chief Compliance Officer | Under 5% | 2018 |
| Shelter Me, LLC Control | Managing Member | 50-75% | 2018 |
| Third Bucket, LLC Control | Managing Member | 50-75% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Cowa, LLC manage?
Cowa, LLC reports $529.4 million in regulatory assets under management on its Form ADV.
How many employees does Cowa, LLC have?
Cowa, LLC reports 6 employees.
Where is Cowa, LLC located?
Cowa, LLC is based in Tulsa, OK and has been SEC-registered since 2018.
Does Cowa, LLC disclose fund performance?
Cowa, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8801 S. Yale Avenue, Suite 420, Tulsa, OK 74137 |
| Phone | 918-984-9110 |
| Fax | 918-779-4022 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1844480 |
| Discloses disciplinary history | No |
Regulatory AUM
$529.4M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$529.4Mregulatory AUM
Discretionary $456.7MNon-discretionary $72.6M