Sowell Management, a registered investment advisor serving financial advisors nationwide, announced that it has appointed Daryl Seaton as chief executive officer as part of a long-planned leadership transition.
Founder Bill Sowell will assume the role of chief strategy officer, focusing on long-term strategy and inorganic growth, including mergers and acquisitions. The firm said the shift is designed to strengthen its platform for advisors and their clients as expectations rise and advisory needs grow more complex.
Sowell said the firm’s recent growth has been driven by complementary leadership that pairs long-range vision with operational execution. Operating under the Entrepreneurial Operating System, the company highlighted a series of platform expansions in recent years, including the launch of FLEX Connect, an end-to-end technology solution, the launch and growth of Sowell Insurance Services, and the introduction of Trek Wealth Solutions, its retail wealth management brand.
Seaton joined Sowell Management in 2020 as chief operating officer after a multi-decade career in financial services. The firm said he began at New York Life, where he became a senior partner and led the recruiting and development of more than 150 agents and financial advisors. He later founded Solera Asset Managers, first as a hybrid firm and then as an RIA, and maintained an advisor relationship with Sowell Management for eight years before joining the organization. Seaton was promoted to president in 2023.
Sowell Management, founded in 2001, said it is privately held and supports a nationwide network of financial advisors representing more than $6 billion in client assets under administration and assets under management as of September 2025.
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“Daryl is a natural leader and an enthusiastic champion of the culture we established at Sowell since founding the company. This is a thoughtful evolution in our leadership, one that Daryl and I have been intentionally working toward over the past several years. As client expectations rise and advisors’ needs become more complex, scale and strategic focus have become increasingly important to how we lead and grow the business. By transitioning enterprise leadership and partnership vision to Daryl, I’m able to focus more fully on advancing our inorganic growth and acquisition strategy—positioning Sowell to thrive long into the future.”
Bill Sowell
“Bill is a pioneer in the fee-only wealth management space, and it’s an honor to follow him as CEO of Sowell Management. The firm has experienced tremendous success over its 25-year history, attracting top advisors and supporting them as they serve their clients with distinction. We are at an important inflection point in our industry, and the timing is right to execute our leadership transition plan.”
Daryl Seaton
