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| Happy Holidays!! thanks for using AUM13F!! |
| Bowman & Company SC
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| CRD # | 305030 |
| SEC # | 801-117229 |
| CIK # | |
| AUM | $419.0 M (2025-07-18) |
| Employees | 13 (46% Investors, 0% Brokers) |
| Phone | 920-233-4650 |
| Address | 530 N Koeller St Oshkosh, WI 54902 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 388 | 118.8 |
| (b) Individuals (high net worth individuals) | 111 | 287.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 3.4 |
| (h) Charitable organizations | 5 | 3.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 6.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,781 | 419.0 |
| By Discretionary | ||
| Discretionary | 1,768 | 415.5 |
| Non-Discretionary | 13 | 3.4 |
| Total | 1,781 | 419.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 419.0 | |
| Total | 1,781 | 419.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Balanced Wealth Group LLC
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|
OH | 0.4 |
|
SMH Capital Advisors LLC
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|
TX | 0.4 |
|
The Pines Wealth Management LLC
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|
NC | 0.4 |
|
Comprehensive Financial Planning Inc
✚
|
PA | 0.4 |
|
Sindia Capital Advisers LLC
✚
|
NJ | 0.4 |
|
Courage Miller Partners LLC
✚
|
VA | 0.4 |
|
Lane and Associates LLC
✚
|
NJ | 0.4 |
|
Integrated Quantitative Investments LLC
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|
0.4 | |
|
Prospect Financial Services LLC
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|
NY | 0.4 |
|
Graney & King LLC
✚
|
NY | 0.4 |