Steven Beauvais
Sowa Financial Group · Lincoln, Rhode Island
Steven Beauvais is a fee-only financial advisor at Sowa Financial Group in Lincoln, Rhode Island. Sowa Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Sowa Financial Group |
|---|---|
| Based in | Lincoln, Rhode Island |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $517.0M across 1,400 accounts |
| SEC registration | Investment adviser representative in RI · CRD 706078 |
| Exams passed | Series 63 (1980) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.sowafinancial.com |
How Steven's firm compares
- Sowa Financial Group's average account is about $369,000, from its Form ADV (assets managed divided by 1,400 accounts).
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Questions about Steven
Is Steven Beauvais a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Sowa Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Sowa Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Steven Beauvais based?
Steven Beauvais is based in Lincoln, Rhode Island.
Is Steven Beauvais registered with the SEC?
Yes. Steven Beauvais is registered as an investment adviser representative in RI (CRD 706078), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Sowa Financial Group manage?
Sowa Financial Group reports $517.0M across 1,400 accounts in assets under management.
How do I contact Steven Beauvais?
Through Steven's website, www.sowafinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rhode Island
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
- 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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