Adrian Kowal
Equity Financial Management · Denver, Colorado
Adrian Kowal is a fee-only financial advisor at Equity Financial Management in Denver, Colorado. Adrian focuses on retirement planning, estate & legacy planning and tax planning. Equity Financial Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Equity Financial Management |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $5.1M across 12 accounts |
| SEC registration | Investment adviser representative in CO · CRD 6157008 |
| Exams passed | Series 63 (2013) · Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.equityfinancialllc.com |
| Profile |
How Adrian's firm compares
- Equity Financial Management's average account is about $425,000, from its Form ADV (assets managed divided by 12 accounts).
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Questions about Adrian
Is Adrian Kowal a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adrian holds no broker registration, and Equity Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adrian charge for financial advice?
Adrian's firm, Equity Financial Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Adrian Kowal based?
Adrian Kowal is based in Denver, Colorado.
What does Adrian specialize in?
Adrian's specialties include retirement planning, estate & legacy planning and tax planning.
Is Adrian Kowal registered with the SEC?
Yes. Adrian Kowal is registered as an investment adviser representative in CO (CRD 6157008), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Equity Financial Management manage?
Equity Financial Management reports $5.1M across 12 accounts in assets under management.
How do I contact Adrian Kowal?
Through Adrian's website, www.equityfinancialllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Equity Financial Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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