DFX Intelligence

C•••••• O•• W••••• A•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

C•••••• O•• W••••• A•••••••

COWA, LLC, CRD 297180

TULSA, OK

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f9c097a5-d70b-f002-aaaa-b6534a8f8bfc

Data as of Aug 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 2
On other graphs: 0
Observed: May 9, 2018 to Aug 31, 2026
28 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $529M••• Locked
Discretionary RAUM: $457M
Private client RAUM: $510Mderived••• Locked
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $106Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J•••• E• D•••••	Certified Financial Planner\|Chartered Financial Consultant	TULSA, OK	8	39	2	no
N••••• J••• L••••••	Chartered Financial Analyst	TULSA, OK	8	27

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
D•••••• J••••• E•	MANAGING MEMBER	E	yes	05/2018	Jun 15, 2018	May 3, 2024
D•••••• J••••• E•	CHIEF COMPLIANCE OFFICER	Na	yes	06/2018	Jun 15, 2018	May 3, 2024

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Bartlesville	Ok	United States	4	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$529M	$435M	21.6%	$337M	16.2%	6	6	1	1

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
U•• F•••••••• S••••••• I•••	2	Jun 20, 2018	Jun 11, 2018	TULSA, OK	Team lift out	Wirehouse to new firm	0.0%

Relationships

Registered with (5)

← J••• C••• B••••••Advisorregistration: current employment
Apr 16, 2026 to presentfactForm ADV
← A•••••••• D••Advisorregistration: current employment
Sep 4, 2025 to presentfactForm ADV
← D••••• D•• B•••••Advisorregistration: current employment
Jun 26, 2019 to presentfactForm ADV
← J•••• E• D•••••Advisor

Dated events

Occurred
Apr 21, 2020
Control person left
••• Locked
Form ADVobserved 8 days ago
Occurred
May 9, 2018
First Form ADV filing
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f9c097a5-d70b-f002-aaaa-b6534a8f8bfc
First observed: May 9, 2018
Last observed: Aug 31, 2026 23 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.