Christopher Rowe Kowal

Employer firm

Hb Wealth CRD 316731

$30.2B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2006 → Present
  Homrich Berg
  Atlanta, GA

Previous Registrations

• 2013-09-05 → 2021-11-16
  Homrich Berg
  Atlanta, GA

Other Businesses

AICPA Task Force. Not investment related. Providing a technical review of the fiduciary handbook for Fi360. Start date: 11/8/2023. 1-5 hours per month during business or non-business hours. Cherokee Employee Scholarship Foundation; Board Chair and Trustee and member of the Board of Trustees; Grant scholarships to Cherokee Town & Country Club employees and family members of employees; Start date: 1/1/2024; 1-5 hours per month during business and non-business hours.

Designations

• Certified Financial Planner