Cow Capital Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
1
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$0
About
Cow Capital Inc provides investment advisory and financial planning services to individuals, high‑net‑worth individuals, and business entities. Its service menu includes ongoing portfolio and wealth management, financial planning, and self‑directed retirement plan (SDRP) services for clients who want broader investment options.
The firm documents client goals and risk tolerance in an Investment Policy Statement and delivers advice on a non‑discretionary basis, with quarterly account reviews and the option to refer portions of client assets to third‑party managers. Its stated investment methods include charting, fundamental and technical analysis, modern portfolio theory, and a range of strategies from long‑term allocation to short sales, options and margin transactions.
Cow Capital’s brochure highlights several features that distinguish it from many peers: it offers performance‑based fee arrangements for qualified (notably California) clients, provides turnkey SDRP support including assistance forming IRA LLCs, and advises on tokenized assets and non‑conventional tangible assets (e.g., gold, wine, aviation assets, carbon credits). The firm also discloses ownership ties to entities that operate the myCow platform and related issuers, and it may recommend or facilitate investments linked to those affiliated platforms, which presents potential conflicts disclosed in the brochure.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Private / alternative investments
Options & derivatives strategies
Real estate investing
Retirement plans for business owners (SEP, solo 401k)
Cross-border & expatriate issues
Fee options
Financial planning fixed fee $500
$1 - $250,000: 1.50% $250,001 - $500,000: 1.35% $500,001 - $750,000: 1.20% $750,001 - $1,000,000: 1.10% $1,000,001+: 1.00% $1 - $5,000: $100.00 annual fee $5,001 - $10,000: 2.00% $10,001 - $20,000: 1.50% $20,001 - $40,000: 1.25% $40,001 - $100,000: 1.00% $100,001+: 0.75% $1 - $250,000: 1.75% $250,001 - $500,000: 1.60% $500,001 - $750,000: 1.45% $750,001 - $1,000,000: 1.35% $1,000,001 - $1,250,000: 1.25% $1,250,001 - $1,500,000: 1.00% $1,500,001+: 0.75%
$100 to $350 per hour for financial planning services
2.00% annual fee plus 25% performance fee on capital appreciation with high water mark
Minimum fee: SDRP Services starting at $100.00 for $1-$5,000 assets Fee-only: Financial planning fixed fee $500; hourly fees $100 to $350 per hour
Main office location
Cow Capital Inc
Newark CA, United States
Number of offices
2
Most active in
Cow Capital Inc has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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