Kevin Dennis Cowan
Investment Adviser Representative at TFO Family Office Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kevin Dennis Cowan is an investment adviser representative with TFO Family Office Partners in Phoenix, AZ, where they have been registered since 2023. They have worked in the securities industry since 2020 and were previously registered with Vanguard Advisers, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Arizona and Texas.
Office
Advisors at this office: 27
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- THE Vanguard Group, Inc.Jun 2020 – Jan 2023Scottsdale, AZ
- WBC FinancialJan 2020 – May 2020Orem, UT
- H&R BlockDec 2019 – Jan 2020Provo, UT
- Utah Valley UniversityAug 2017 – May 2020Orem, UT
- Brigham Young University IdahoAug 2015 – Jul 2017Rexburg, ID
- Charles SchwabJun 2019 – Aug 2019Phoenix, AZ
- The Norden GroupJan 2019 – Jun 2019Provo, UT
- Elevate Private Wealth AdvisorsFeb 2018 – Jan 2019Sandy, UT
- Central Bank of UtahAug 2017 – Feb 2018Provo, UT
- Brigham Young University Idaho Student Health CenterDec 2016 – Aug 2017Rexburg, ID
- Brigham Young University Idaho CustodialMar 2016 – Dec 2016Rexburg, ID
- TFO Family Office Partners Formerly TFO Phoenix, Inc.Jan 2023 – Jul 2026Phoenix, AZ
- TFO Family Office PartnersJul 2026 – no end date reportedPhoenix, AZ
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About TFO Family Office Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Estimated blended rate
- 0.0125
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management, investment advisory, family office services, estate planning, tax consulting and compliance, trust services, family governance and education, philanthropic planning, corporate retirement plans, accounting and bill pay, and trustee services
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 27
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Phoenix, AZ
- SEC file number:
- 801-72840
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 15, 2026
View full firm profileOther advisors at TFO Family Office Partners
Showing 12 of 27 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kevin Dennis Cowan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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