David Lee Cowan
Investment adviser representative at William Joseph Capital Management, Inc.
36 yearsExperience
1 stateRegistered in
$694.3MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
36 years in the industry.
- William Joseph Capital Management, Inc.Sep 2015 to now
- Legacy Retirement Gp. LLCJan 1990 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (CT).
William Joseph Capital Management, Inc.
$694.3MAssets managed
1,879Clients
29Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1445632
- Firm CRD
- 226535