Mason Cowley
Investment adviser representative at Cherokee & Walker Management
11 yearsExperience
2 statesRegistered in
$100.8MFirm assets
8 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Cherokee & Walker ManagementApr 2024 to now
- Kpmg, LLPJan 2023 to Mar 2024
- University of UtahJan 2022 to Dec 2022
- University of UtahAug 2018 to Dec 2021
- Woods Cross High SchoolAug 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (AZ, UT).
Cherokee & Walker Management
Legal name: Cherokee & Walker Management, LLC
$100.8MAssets managed
9Clients
4Advisers
8 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
- 8190880
- Firm CRD
- 160962