BOWEN, HANES & CO INC

RIASEC RegisteredEst. 1980

Total AUM

$4.6B

Discretionary

$4.6B

100% of AUM

Avg account

$22.2M

Accounts

208

Employees

Advisory reps

Firm details

Headquarters: PONTE VEDRA, Florida
CRD number: 105153
Registered since: September 29, 1980
Website: www.bowenhanes.com
Custodians: PRINCIPAL SECURITIES, INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: State / Municipal Government83.59%
HNWI11.95%
Pension & Profit Sharing Plans1.65%
Corporations / Businesses1.38%
Charitable Organizations1.32%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bowen, Hanes & Co. Inc. is a privately owned corporate RIA that has been SEC-registered since 1980 and bills itself primarily as a portfolio manager for both individual/family clients and institutional or business accounts. The firm charges fees as a percentage of assets under management and concentrates its practice on discretionary equity portfolios rather than on ESG mandates; it is not designated as a multi-state adviser. Public recognition includes placement on CNBC’s Top 100 Financial Advisory Firms list in 2019, 2020 and 2021. The adviser’s advisory activities are focused on portfolio management for individuals and small businesses as well as for businesses or institutions. Ownership is reported as an individual owner type and the firm is classified as “Unclassified” in the snapshot data.