Sarah Mckinnon

Employer firm

Sowell Management CRD 127145

$4.81B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 08/2016 → 03/2017
  Pelican Holdings, Llc
  Dallas, TX
• 03/2017 → 08/2017
  Unemployed
  Dallas, TX
• 08/2017 → 05/2019
  Southern Methodist University Cox School Of Business
  Dallas, TX
• 05/2019 → 08/2019
  One Thousand And One Voices
  Greewood Village, CO
• 09/2019 → 08/2021
  South Arkansas Timber Family Interests - 2 Family Offices
  Camden, AR
• 08/2021 → 02/2026
  Bank Ozk
  Little Rock, AR
• 02/2026 → 08/2026
  Unemployed
  Little Rock, AR
• 08/2026 → Present
  Sowell Management
  North Little Rock, AR

Other Businesses

1) Arkansas Zoological Foundation; 1 Zoo Drive, Little Rock, AR 72205; Investment-related: Asset allocation; Non-profit Organization fundraising; Board of Directors; 2 - 20 hours a month outside of trading hours dedicated to this activity; Volunteer assisting in fundraising and reviewing asset allocation strategies for charitable giving trusts.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-15
• S63 Uniform Securities Agent State Law Examination
  2013-04-08