Michael R Cowart
Investment adviser representative at Integrity Alliance, LLC
11 yearsExperience
1 stateRegistered in
$5.4BFirm assets
17 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Integrity Alliance, LLC.Nov 2025 to now
- Lion Street AdvisorsJan 2022 to now
- Lion Street FinancialJan 2022 to now
- (dba) the Cowart GroupJan 2021 to now
- Concourse Financial Group Securities (fka Proequities)Aug 2020 to now
- Michael Cowart & AssociatesAug 2017 to now
- Proequities IncAug 2017 to now
- Jackson National Life Distributors, LLCAug 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (AL).
Integrity Alliance, LLC
$5.4BAssets managed
10,885Clients
335Advisers
17 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
- 6530118
- Firm CRD
- 139627