Data / Investment advisers / Florida / Bowen, Hanes & Co Inc
Bowen, Hanes & Co Inc, Ponte Vedra Beach, FL: $4.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Bowen, Hanes & Co Inc is an SEC registered investment adviser with its main office in Ponte Vedra Beach, Florida and reports $4.6 billion in regulatory assets under management in its Form ADV filed February 17, 2026. Its clients include state and municipal governments, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 105153
- SEC file number
- 801-15530
- SEC status
- Approved, effective September 29, 1980
- Main office
- 135 Professional Drive Suite 103, Ponte Vedra Beach, FL 32082
- Phone
- (404) 995-0507
- Website
- bowenhanes.com
- Regulatory AUM
- $4,620,087,082 in the Form ADV filed February 17, 2026
- Discretionary AUM
- $4,620,087,082
- Accounts
- 208
- Employees
- 10, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 15 | $3.86 billion |
| High net worth individuals | 65 | $551.9 million |
| Pension and profit sharing plans | 5 | $76.3 million |
| Corporations or other businesses | 12 | $63.5 million |
| Charitable organizations | 6 | $61.1 million |
| Individuals (other than high net worth individuals) | 11 | $5.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $4.62 billion | February 17, 2026 |
| December 1, 2025 | $4.30 billion | February 27, 2025 |
Other advisers in Florida
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Newport Group Consulting, LLC | Lake Mary | $5.05 billion | Not listed | adviserinfo.sec.gov |
| Slavic Mutual Funds Management Corp. | Boca Raton | $4.97 billion | Not listed | adviserinfo.sec.gov |
| GWN Securities Inc. | Palm Beach Gardens | $4.75 billion | Not listed | adviserinfo.sec.gov |
| Kinetic Partners Management, LP | Miami | $4.73 billion | 6 | adviserinfo.sec.gov |
| Acasta Partners US LLC | Boca Raton | $4.72 billion | 1 | adviserinfo.sec.gov |
| Templeton Investment Counsel, LLC | Ft. Lauderdale | $4.61 billion | 1 | adviserinfo.sec.gov |
| Dwight Investment Management LLC | Sunny Isles Beach | $4.56 billion | 1 | adviserinfo.sec.gov |
| Cwa Asset Management Group | Naples | $4.51 billion | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving state and municipal governments
- Advisers serving high net worth individuals
- Bowen, Hanes & Co Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.