Bowen, Hanes & Co Inc

Bowen, Hanes & Co Inc is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Ponte Vedra Beach, Florida. On its latest Form ADV, filed February 17, 2026, it reports $4.6B in regulatory assets under management, 76 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	105153 · SEC file 801-15530
Office	135 Professional Drive Suite 103 Ponte Vedra Beach, FL 32082
Phone	(404) 995-0507
Website	www.bowenhanes.com
Regulatory assets under management	$4.6B
Individual clients	11 non-high-net-worth, 65 high-net-worth
Financial planning clients	Not reported
How it charges	Percentage of assets
Services	Portfolio management
Employees	10
Disciplinary disclosures	None reported
Latest Form ADV filing	February 17, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Ponte Vedra Beach

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• Truewater Wealth $74M
• Mos Capital, Inc. $230M

See all 16 fee-only advisers in Ponte Vedra Beach →

Nearby

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