Firm
Krowten Equities
Birmingham, Alabama
Fee-only
Krowten Equities at a glance
- One of 65 fee-only firms based in Alabama in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 14 individual clients, 7 of them high net worth.
- Its average account is about $362,000 (assets it manages divided by its 71 accounts).
Fee-only advisors in Alabama · What fee-only advisors charge in Alabama
Facts
| Based in | Birmingham, Alabama |
|---|---|
| Website | krowtenequities.com |
| [email protected] | |
| Phone | (205) 515-2200 |
Krowten Equities fees
Krowten Equities doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $26 million |
| Individual clients | 7 |
| High-net-worth clients | 7 |
| Accounts managed | 71 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 4, 2026 |
| SEC record | CRD 319504 |