Asset manager · Ponte Vedra Beach, FL
Bowen, Hanes & Co Inc
SEC-registered investment adviser · CRD 105153 · SEC 801-15530
At a glance
Bowen, Hanes & Co Inc is an SEC-registered investment adviser based in Ponte Vedra Beach, Florida, with $4.6 billion in regulatory assets under management as of its Form ADV filed February 17, 2026. Its largest client group by assets is state or municipal government entities, and it reports 76 individual clients. By Form ADV it is a asset manager, ranked 715th of 3,218 asset managers and 2,212th of 17,210 SEC-registered advisers by assets.
Main office 404-995-0507bowenhanes.comAs filed on Form ADV
- Regulatory AUM
- $4.6B
- Rank among asset managers
- #715 of 3,218
- Rank among all SEC RIAs
- #2,212 of 17,210
- Rank in Florida
- #92 of 1,090
- Individual clients
- 76
- High-net-worth clients
- 65
- Accounts
- 208
- Discretionary
- 100% of AUM
- Employees
- 10
- Advisory staff
- 4
- Offices
- 2
Owners and executives on its Form ADV
- Harold J. BowenPresident, Director, Shareholder
- Frank B. HanesManaging Director
- David L. KellyExecutive Vice President/chief Compliance Officer
Custody and brokerage
2 custodians
- Principal Custody Solutions$3.4B85%
- Charles Schwab$621M15%
Other RIAs using Principal Custody SolutionsOther multi-custodian RIAs
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| State or municipal government entities | 15 | $3.9B | 84% |
| High-net-worth individuals | 65 | $552M | 12% |
| Pension and profit sharing plans | 5 | $76M | 2% |
| Corporations or other businesses | 12 | $64M | 1% |
| Charitable organizations | 6 | $61M | 1% |
| Individuals | 11 | $5M | <1% |
Disciplinary disclosures
Bowen, Hanes & Co Inc reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗bowenhanes.com ↗
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The full record on Bowen, Hanes & Co Inc
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Rank against 708 peers of its type and size
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- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Bowen, Hanes & Co Inc manage?
Bowen, Hanes & Co Inc reports $4.6 billion in regulatory assets under management across 208 accounts, 100% of it on a discretionary basis, on its Form ADV filed February 17, 2026.
What kind of firm is Bowen, Hanes & Co Inc?
Bowen, Hanes & Co Inc is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Bowen, Hanes & Co Inc’s clients?
By assets, its largest client types are state or municipal government entities ($3.9 billion, 15 clients); high-net-worth individuals ($552 million, 65 clients); pension and profit sharing plans ($76 million, 5 clients).
Does Bowen, Hanes & Co Inc have any disciplinary history?
Bowen, Hanes & Co Inc reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Bowen, Hanes & Co Inc’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-17), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →