Unclaimed Profile

Frederick Eugene Mowery

MOWERY CAPITAL MANAGEMENT, LLC·MCKINNEY, Texas

Series 7, Series 22, Series 39, Series 6326 years registeredMOWERY CAPITAL MANAGEMENT, LLC

201 W. VIRGINIA STREET, MCKINNEY, TX 75069CRD# 1246802Firm CRD# 130761

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Frederick Eugene Mowery · MCKINNEY, TX

Registration

CRD #1246802 · MOWERY CAPITAL MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

COMPASS FINANCIAL MANAGEMENT LLC

Sep 2021 – present

WORTH FINANCIAL GROUP INC.

May 2016 – Dec 2020

McKinney, TX

WORTH FINANCIAL GROUP INC.

Jun 2009 – Nov 2014

MCKINNEY, TX

MOWERY CAPITAL MANAGEMENT, LLC

Oct 2004 – May 2022

DALLAS, TX

OXFORD ADVISORS CORPORATION

Mar 2003 – Dec 2004

DALLAS, TX

OXFORD ADVISORS CORPORATION

Jan 2000 – Dec 2002

DALLAS, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 22

Series 39

Series 63

Registration record

First registered · January 31, 2000

Years registered · 26

Disclosure History

2014Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MOWERY CAPITAL MANAGEMENT, LLC

CRD 130761 · SEC 801-69590

AUM

$30M

Regulatory assets under management

Employees

140 client accounts

Services offered by MOWERY CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MOWERY CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Frederick Eugene Mowery offer?

Frederick Eugene Mowery specializes in Financial Planning, Investment Management. Contact their office in MCKINNEY, Texas for a consultation.

What are Frederick Eugene Mowery's credentials?

Frederick Eugene Mowery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Frederick Eugene Mowery located?

Frederick Eugene Mowery is based in MCKINNEY, Texas, working with MOWERY CAPITAL MANAGEMENT, LLC. Their office serves clients in the MCKINNEY metropolitan area and surrounding communities.

How does Frederick Eugene Mowery charge for services?

Frederick Eugene Mowery's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MOWERY CAPITAL MANAGEMENT, LLC?

MOWERY CAPITAL MANAGEMENT, LLC has approximately 1 employees and manages $30M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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