AdvisorCensus / Financial advisors / Florida / Jacksonville / Bowen, Hanes & Co Inc
Bowen, Hanes & Co Inc is an SEC-registered investment advisory firm in Ponte Vedra Beach, FL, registered since 1980, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 17, 2026.
Quick answers
From the filingHow is Bowen, Hanes & Co Inc compensated?
On its Form ADV (Item 5.E, October 2026), Bowen, Hanes & Co Inc reports these compensation arrangements: a percentage of assets under its management.
How much does Bowen, Hanes & Co Inc charge?
Its Form ADV Part 2A brochure dated February 17, 2026 states: Up to $2,000,000: 1% a year; $2,000,000 to $5,000,000: 0.6% a year; $5,000,000 to $10,000,000: 0.5% a year; $10,000,000 to $25,000,000: 0.4% a year; Above $25,000,000: 0.3% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Bowen, Hanes & Co Inc located?
Bowen, Hanes & Co Inc's principal office is in Ponte Vedra Beach, FL, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Bowen, Hanes & Co Inc registered with the SEC or a state?
Bowen, Hanes & Co Inc is an SEC-registered investment advisory firm, registered since 1980. Status as filed: Approved. CRD 105153.
How much does Bowen, Hanes & Co Inc manage?
Bowen, Hanes & Co Inc reports $4,620,087,082 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (100% discretionary).
How have Bowen, Hanes & Co Inc's assets and staff changed since 2021?
In the Form ADV data for Bowen, Hanes & Co Inc: Regulatory assets under management: $3,513,947,632 in the October 2021 data and $4,620,087,082 in the October 2026 data, up 31%. Total employees: 11 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Bowen, Hanes & Co Inc serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (65); state or municipal government entities (including government pension plans) (15); corporations or other businesses not listed above (12).
Which custodians does Bowen, Hanes & Co Inc use?
Bowen, Hanes & Co Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Principal Custody Solutions as custodians holding 10% or more of its separately managed account assets.
Does Bowen, Hanes & Co Inc report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105153
Does Bowen, Hanes & Co Inc state an account minimum?
Its Form ADV Part 2A brochure dated February 17, 2026 says: "The minimum desired account is $3 million; however, each client will be evaluated on an individual basis, and the minimum is not an absolute requirement."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $2,000,000 | 1% |
| $2,000,000 to $5,000,000 | 0.6% |
| $5,000,000 to $10,000,000 | 0.5% |
| $10,000,000 to $25,000,000 | 0.4% |
| Above $25,000,000 | 0.3% |
The brochure's wording
Our current fee schedule is calculated as follows (per annum): 1.00% on initial $2 million 0.60% on next $3 million 0.50% on next $5 million 0.40% on next $15 million 0.30% on assets greater than $25 million
Account minimum: $3,000,000
The brochure's wording
The minimum desired account is $3 million; however, each client will be evaluated on an individual basis, and the minimum is not an absolute requirement.
As stated in the firm's Form ADV Part 2A brochure dated February 17, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$4,620,087,082 as of October 2026, filing dated February 17, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1980 (46 years)
- Employees
- Total: 10. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the March 2026 filing
- States registered or notice-filed
-
7 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $4,620,087,082 | 10 | February 17, 2026 |
| October 2025 | $4,301,512,856 | 10 | February 27, 2025 |
| October 2024 | $3,787,562,439 | 10 | March 1, 2024 |
| October 2023 | $3,268,585,428 | 10 | March 2, 2023 |
| October 2022 | $4,053,310,696 | 10 | September 16, 2022 |
| October 2021 | $3,513,947,632 | 11 | June 9, 2021 |
Regulatory assets under management: $3,513,947,632 in the October 2021 data and $4,620,087,082 in the October 2026 data, up 31%.
Total employees: 11 in October 2021 and 10 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Bowen, Hanes & Co Inc (CRD 105153): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/bowen-hanes-and-co-inc-ponte-vedra-beach-fl-105153