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Colton Sowash

3 Years of Experience
Snellville, GA

Colton Sowash is a registered investment advisor at Big Creek Capital Management, based in Snellville, GA, with 3 years of industry experience. Colton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable and subject to a $3,000 minimum annual fee for related accounts.

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

2417 Lenora Church Rd, Snellville, GA, 30078

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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 Activities

Colton is the owner of Big Creek Capital Management, a Registered Investment Advisor, since 2022. He dedicates minimal time to the business, focusing on management and developing client portfolios.

Employment History
Current Registrations
Big Creek Capital Management
October 2022 - Present · 3 yrs 7 mos
Sunglow Wealth Advisory LLC
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Prudential Financial Planning Services
July 2020 - November 2020 · 4 mos
Pruco Securities, LLC.Broker
June 2020 - November 2020 · 5 mos
State Registrations1 state
GA
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.