Rachel Ann Calvert Sowers
Investment Adviser Representative at Beacon Pointe Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Rachel Ann Calvert Sowers is an investment adviser representative with Beacon Pointe Advisors, LLC in Glen Ellen, CA, where they have been registered since 2025. They have worked in the securities industry since 2019 and have been registered with 5 firms, including Waypoint Wealth Partners and Raymond James & Associates, 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 California and Texas.
Registrations & licenses
- Investment adviser:
- California, 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.
- Bb&t SecuritiesJul 2017 – Jul 2019Richmond, VA
- Virginia TECHJan 2016 – May 2017Falls Church, VA
- Bb&t SecuritiesJul 2019 – Feb 2021Richmond, VA
- Truist Investment Services, Inc.Feb 2021 – Jan 2023Richmond, VA
- Truist Advisory Services, Inc.Feb 2021 – Jan 2023Atlanta, GA
- Raymond James & AssociatesJan 2023 – Jul 2024Richmond, VA
- UnemployedJul 2024 – Oct 2024Gainesville, FL
- Waypoint Wealth Partners, LLCJan 2025 – Jun 2025Mill Valley, CA
- Beacon Pointe Advisors, LLCJul 2025 – Mar 2026Mill Valley, CA
- Beacon Pointe Advisors, LLCApr 2026 – Apr 2026Mill Valley, CA
- Beacon Pointe Advisors, LLCMay 2026 – no end date reportedLarkspur, CA
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Beacon Pointe Advisors, LLC
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
- Performance-based fees
- Firm account minimum
- $1,000,000 (waivable)
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
The Fund offers investors access to less liquid alternative investments through a portfolio of Underlying Funds investing in Private Credit, Private Real Estate, Private Equity, Hedge Funds, Hedged Equities, and Real Assets, with daily subscriptions, quarterly redemptions, quarterly distributions, and 1099 tax reporting.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 473
- Offices listed on AdvisorFinder:
- 68
- Main office:
- Newport Beach, CA
- SEC file number:
- 801-60943
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 31, 2026
View full firm profileOther advisors at Beacon Pointe Advisors, LLC
Showing 12 of 473 in the directory
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Rachel Ann Calvert Sowers 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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