Bowen, Hanes & Co Inc
● SEC registered since 1980CRD 105153SEC# 801-15530Ponte Vedra Beach, FL
Reg. AUM
$4.62B
Employees
10
Accounts
208
Location
Ponte Vedra Beach, FL
Bowen, Hanes & Co Inc assets under management
Bowen, Hanes & Co Inc is an investment advisory firm registered with the SEC based in Ponte Vedra Beach, FL. The firm has been registered since 1980. It reports $4.6 billion in regulatory assets under management and employs 10 people.
Bowen, Hanes & Co Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Lee Kelly Control | Executive Vice President/Chief Compliance Officer | Under 5% | 2003 |
| Frank Borden Hanes Control | Managing Director | Under 5% | 1992 |
| Harold Jenkins Bowen Control | President, Director, Shareholder | Over 75% | 1995 |
Frequently asked questions
How much does Bowen, Hanes & Co Inc manage?
Bowen, Hanes & Co Inc reports $4.6 billion in regulatory assets under management on its Form ADV.
How many employees does Bowen, Hanes & Co Inc have?
Bowen, Hanes & Co Inc reports 10 employees.
Where is Bowen, Hanes & Co Inc located?
Bowen, Hanes & Co Inc is based in Ponte Vedra Beach, FL and has been SEC-registered since 1980.
Does Bowen, Hanes & Co Inc disclose fund performance?
Bowen, Hanes & Co Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 135 Professional Drive, Suite 103, Ponte Vedra Beach, FL 32082 |
| Phone | 404-995-0507 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 107758 |
| Discloses disciplinary history | No |
Regulatory AUM
$4.62B▲ 7%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$4.62Bregulatory AUM
Discretionary $4.62B