Kaleb Bryant Cowart
Investment adviser representative at &partners
13 yearsExperience
2 statesRegistered in
$30.3BFirm assets
35 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 assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther
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
13 years in the industry.
- &partnersSep 2025 to now
- LPL Financial LLCAug 2023 to Sep 2025
- UnemployedApr 2023 to Aug 2023
- New York Yankees (mlb)Apr 2022 to Apr 2023
- UnemployedNov 2021 to Apr 2022
- New York Yankees (mlb)Jan 2020 to Nov 2021
- UnemployedNov 2019 to Jan 2020
- Los Angeles Angels of Anaheim (mlb)Jan 2013 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
&partners
$30.3BAssets managed
62,194Clients
544Advisers
35 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
- 7793375
- Firm CRD
- 3767