BOWEN, HANES & CO INC
SEC RegisteredStrategic Investing Since 1972
About the firm
Bowen, Hanes & Company, Inc., headquartered in Ponte Vedra Beach, FL, with an office in Winston-Salem, NC, has been providing investment counseling services to individuals and institutions for the past four decades. The firm operates according to a carefully formulated strategy and is dedicated to meeting the needs and long-term objectives of its clients. It is the firm's intention to remain a compact organization, enabling a high level of personal attention by allowing clients to work closely with senior executives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment counseling and asset management services for institutional and individual clients, including construction of asset allocation models covering stocks, bonds, and cash. Each individual account is individually structured and managed without pooled vehicles such as mutual funds or partnerships.
Who they serve
Pension funds, profit sharing plans, foundations, endowments, individuals and family groups, as well as institutional clients such as municipal funds.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 11 | $5.2M |
| High Net Worth Individuals | 65 | $552M |
| Charitable Organizations | 5 | $76M |
| State/Municipal Entities | 6 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2M | 1.00% |
| Next $3M | 0.60% |
| Next $5M | 0.50% |
| Next $15M | 0.40% |
| Above $25M | 0.30% |
Data as of February 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BOWEN, HANES & CO INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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