BOWIE CAPITAL MANAGEMENT, LLC
SEC RegisteredInvestment excellence that inspires client confidence
About the firm
Bowie Capital is an investment advisory firm founded by Cory Whitaker, named after Bowie, Texas, his hometown where his passion for investing was born. The firm offers a portfolio of the world's highest-quality companies opportunistically purchased at attractive prices, built around a long-term, multi-generational approach to investing. Bowie is designed around the self-reinforcing frameworks of Investment Excellence and Client Confidence.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Bowie offers a concentrated portfolio of high-quality companies purchased at attractive prices, serving as a foundational investment for clients. The firm acts as an outsourced investment office, providing bespoke investment plans, consistent frameworks and processes, and a long-term, multi-generational investing approach aimed at outperformance and peace of mind.
Who they serve
Successful business owners and wealth creators, family offices, and premier institutional investors who are savvy investors with a long-term orientation.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 7 | $319M |
| Pension/Profit Sharing Plans | 3 | $2.4B |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of April 29, 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. BOWIE CAPITAL MANAGEMENT, LLC 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.
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