Bowen, Hanes & Co INC
Ponte Vedra Beach, FL·SEC-registered · CRD #105153
Bowen, Hanes & Co INC is an SEC-registered investment advisory firm in Ponte Vedra Beach, FL managing $4.6B across 208 client accounts, with 4 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$4.6B
Client accounts
208
Advisory staff
4
Fee model
Fee-only
How Bowen, Hanes & Co INC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Bowen, Hanes & Co INC
How much does Bowen, Hanes & Co INC manage?
Per its most recent SEC Form ADV filing (02/17/2026), Bowen, Hanes & Co INC reports $4.6B in regulatory assets under management across roughly 208 client accounts.
How does Bowen, Hanes & Co INC charge?
Bowen, Hanes & Co INC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Bowen, Hanes & Co INC a fiduciary?
Yes. Bowen, Hanes & Co INC is registered with the U.S. Securities and Exchange Commission (CRD #105153), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Bowen, Hanes & Co INC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Bowen, Hanes & Co INC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Ponte Vedra Beach, FL
Profile compiled from Bowen, Hanes & Co INC's public SEC Form ADV filing (CRD #105153, filed 02/17/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Bowen, Hanes & Co INC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Bowen, Hanes & Co INC? Claim this profile.