|
⚲
|
| Keyboard |
| Bowen Hanes & Co Inc
✚
|
|
|---|---|
| CRD # | 105153 |
| SEC # | 801-15530 |
| CIK # | 0000107758, 0001077583 |
| AUM | 4,620.1 M (2026-02-17) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 404-995-0507 |
| Address | 135 Professional Drive Ponte Vedra Beach, FL 32082 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Corning Inc /NY | 0.2 | ||
| Allegheny Technologies Inc | 0.2 | ||
| GE Vernova Inc | 0.2 | ||
| Apple Inc | 0.1 | ||
| Teledyne Technologies Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Lilly Eli & Co | 0.1 | ||
| American Express Co | 0.1 | ||
| Costco Wholesale Corp /NEW | 0.1 | ||
| Parker Hannifin Corp | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 0.0 |
| (b) Individuals (high net worth individuals) | 65 | 0.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 0.1 |
| (h) Charitable organizations | 6 | 0.1 |
| (i) State or municipal government entities | 15 | 3.9 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 208 | 4.6 |
| By Discretionary | ||
| Discretionary | 208 | 4.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 208 | 4.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.6 | |
| Total | 208 | 4.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001077583] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bragg Financial Advisors Inc
✚
|
NC | 4,671.1 M |
|
Clearwater Advisors LLC
✚
|
ID | 4,650.6 M |
|
Diversify Advisory Services LLC
✚
|
UT | 4,648.8 M |
|
Graypoint LLC
✚
|
NY | 4,645.1 M |
|
Journey Strategic Wealth LLC
✚
|
NJ | 4,644.6 M |
|
Heritage Investors Management Corp
✚
|
MD | 4,632.5 M |
|
Verdence Capital Advisors LLC
✚
|
MD | 4,627.4 M |
|
Quotient Wealth Partners LLC
✚
|
TX | 4,611.7 M |
|
Northeast Financial Consultants LLC
✚
|
CT | 4,589.6 M |
|
Wharton Business Group LLC
✚
|
PA | 4,566.1 M |