Bowen Financial Services, LLC
● SEC registered since 2022CRD 116714SEC# 801-126244Midlothian, VA
Reg. AUM
$191M
Employees
3
Accounts
305
Location
Midlothian, VA
Bowen Financial Services, LLC assets under management
Bowen Financial Services, LLC operates as an SEC-registered investment adviser based in Midlothian, VA. The firm has been registered since 2022. It reports $191 million in regulatory assets under management and employs 3 people.
Bowen Financial Services, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Geary Bowen Control | Managing Member/Chief Compliance Officer | Over 75% | 1999 |
Frequently asked questions
How much does Bowen Financial Services, LLC manage?
Bowen Financial Services, LLC reports $191 million in regulatory assets under management on its Form ADV.
How many employees does Bowen Financial Services, LLC have?
Bowen Financial Services, LLC reports 3 employees.
Where is Bowen Financial Services, LLC located?
Bowen Financial Services, LLC is based in Midlothian, VA and has been SEC-registered since 2022.
Does Bowen Financial Services, LLC disclose fund performance?
Bowen Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2840 Polo Pkwy, Midlothian, VA 23113 |
| Phone | 804-897-2850 |
| Fax | 877-682-4908 |
| Office hours | By Appointment |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$191M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$191Mregulatory AUM
Discretionary $191M