MOWELL FINANCIAL GROUP NA CORP
SEC file number 801-15844
· TALLAHASSEE, FL
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$43.8M
Discretionary AUM
$29.2M
Employees
—
Clients
140
Firm
- Address
- 407 EAST 6TH AVENUE
TALLAHASSEE, FL 32303 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Swell Financial, Inc. Medium name-match confidence · CIK 1914565 · CO
- M FINANCIAL HOLDINGS INC Medium name-match confidence · CIK 1047852 · OR
- Moov Financial, Inc. Medium name-match confidence · CIK 1816808 · IA
- F&M FINANCIAL CORP Medium name-match confidence · CIK 802119 · TN
- NG FINANCIAL HOLDINGS 4 LLC Medium name-match confidence · CIK 2052769 · TX
- W FINANCIAL FUND, LP Medium name-match confidence · CIK 1248244 · NY
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M FINANCIAL HOLDINGS INC · D · Mar 13, 2026$8.9M
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W FINANCIAL FUND, LP · D/A · Jan 23, 2026
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Moov Financial, Inc. · D · Oct 8, 2025$11.5M
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F&M FINANCIAL CORP · D · Jul 16, 2025$60M
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Moov Financial, Inc. · D/A · Apr 8, 2025$20.5M
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M FINANCIAL HOLDINGS INC · D · Mar 17, 2025$6.8M
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W FINANCIAL FUND, LP · D/A · Jan 29, 2025
-
NG FINANCIAL HOLDINGS 4 LLC · D · Jan 22, 2025$14M