PONTE VEDRA BEACH, FLCRD 105153Latest ADV February 17, 2026
Bowen, Hanes & Co Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Ponte Vedra Beach, FL. Its latest Form ADV filing, dated February 17, 2026, reports $4.6B in regulatory assets under management, 10 employees, 1 office, and 208 accounts.
Assets Under Management
$4.6B
Employees
10
Offices
1 office
Total Clients
114
Primary office
PONTE VEDRA BEACH, FL
135 PROFESSIONAL DRIVE, SUITE 103, PONTE VEDRA BEACH, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 57.0% of total clients.
Top client categories% of clientsClients
1
HNWI
57.0%
65
2
Government
13.2%
15
3
Corporations
10.5%
12
4
Individuals
9.6%
11
5
Charitable
5.3%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.6Bas of February 17, 2026
Discretionary100.0%
$4.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.6B
Total Accounts208
10Y AUM Change+$2.3B (+95.7%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee11:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.