BG
CFP
BG
CFP

Brandon Grable

11 Years of Experience
Little Rock, AR
Sells Insurance

Brandon Grable is a CFP-designated registered investment advisor at Sowell Management, based in Little Rock, AR, with 11 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 6,624 clients with $4.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
111 advisors
Number of Clients
6,624 clients
Average Client Portfolio
$726K average
Assets Under Management
$4.8B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual fee generally varies up to 2.50% depending on the portfolio size, composition, services rendered, and the specific investment advisor representative. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8221 Ranch Blvd, Suite A-1, Office #9, Little Rock, AR, 72223

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brandon is an Investment Advisor Representative (IAR) and manager of an advisory business, and provides insurance advice as an insurance agent. He also serves as a worship pastor at New Life Church, dedicating a few hours per week to this role.

Employment History
Current Registrations
Sowell Management
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
February 2025 - January 2026 · 11 mos
MML Investors Services, LLCBroker
March 2018 - January 2025 · 6 yrs 10 mos
MML Investors Services, LLC
March 2018 - January 2025 · 6 yrs 10 mos
Genwealth Financial Advisors, LLC
March 2016 - March 2018 · 2 yrs
LPL Financial LLC
September 2015 - February 2018 · 2 yrs 5 mos
LPL Financial LLCBroker
June 2015 - February 2018 · 2 yrs 8 mos
State Registrations1 state
AR
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Brandon Grable - Financial Advisor | TrueAdvisor