{
  "crd_number": 105153,
  "slug": "bowen-hanes-and-co-inc-ponte-vedra-beach-fl-105153",
  "primary_business_name": "BOWEN, HANES & CO INC",
  "legal_name": "BOWEN, HANES & CO INC",
  "dbas": [],
  "city": "Ponte Vedra Beach",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "27260",
  "metro": {
    "cbsa_code": "27260",
    "common_name": "Jacksonville",
    "msa_name": "Jacksonville, FL",
    "path": "/advisors/fl/jacksonville"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1980-09-29",
  "years_registered": 46,
  "period": "2026-10-01",
  "filing_date": "2026-02-17",
  "carried_forward": false,
  "raum_total": 4620087082.0,
  "raum_discretionary": 4620087082.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 10,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 61129771.0,
      "count": 6
    },
    "individuals": {
      "raum": 5223000.0,
      "count": 11
    },
    "state_municipal": {
      "raum": 3862002557.0,
      "count": 15
    },
    "pension_profit_sharing": {
      "raum": 76268314.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 551934059.0,
      "count": 65
    },
    "corporations_other_businesses": {
      "raum": 63529381.0,
      "count": 12
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "GA",
    "LA",
    "NC",
    "TN",
    "TX"
  ],
  "websites": [
    "https://bowenhanes.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105153",
  "city_as_filed": "PONTE VEDRA BEACH",
  "url": "https://advisorcensus.com/firm/bowen-hanes-and-co-inc-ponte-vedra-beach-fl-105153",
  "display_name": "Bowen, Hanes & Co Inc",
  "summary": "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.",
  "citation": "AdvisorCensus. Bowen, Hanes & Co Inc (CRD 105153): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Bowen, Hanes & Co Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bowen, Hanes & Co Inc reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Bowen, Hanes & Co Inc charge?",
      "a": "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."
    },
    {
      "q": "Where is Bowen, Hanes & Co Inc located?",
      "a": "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)."
    },
    {
      "q": "Is Bowen, Hanes & Co Inc registered with the SEC or a state?",
      "a": "Bowen, Hanes & Co Inc is an SEC-registered investment advisory firm, registered since 1980. Status as filed: Approved. CRD 105153."
    },
    {
      "q": "How much does Bowen, Hanes & Co Inc manage?",
      "a": "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)."
    },
    {
      "q": "How have Bowen, Hanes & Co Inc's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Bowen, Hanes & Co Inc serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Bowen, Hanes & Co Inc use?",
      "a": "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."
    },
    {
      "q": "Does Bowen, Hanes & Co Inc report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Bowen, Hanes & Co Inc state an account minimum?",
      "a": "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.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 3513947632.0,
      "total_employees": 11,
      "filing_date": "2021-06-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 4053310696.0,
      "total_employees": 10,
      "filing_date": "2022-09-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 3268585428.0,
      "total_employees": 10,
      "filing_date": "2023-03-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 3787562439.0,
      "total_employees": 10,
      "filing_date": "2024-03-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 4301512856.0,
      "total_employees": 10,
      "filing_date": "2025-02-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 4620087082.0,
      "total_employees": 10,
      "filing_date": "2026-02-17"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $2,000,000",
        "rate": "1%"
      },
      {
        "band": "$2,000,000 to $5,000,000",
        "rate": "0.6%"
      },
      {
        "band": "$5,000,000 to $10,000,000",
        "rate": "0.5%"
      },
      {
        "band": "$10,000,000 to $25,000,000",
        "rate": "0.4%"
      },
      {
        "band": "Above $25,000,000",
        "rate": "0.3%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$3,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "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"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $3,000,000"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 2000000.0,
          "rate_pct": 1.0
        },
        {
          "min": 2000000.0,
          "max": 5000000.0,
          "rate_pct": 0.6
        },
        {
          "min": 5000000.0,
          "max": 10000000.0,
          "rate_pct": 0.5
        },
        {
          "min": 10000000.0,
          "max": 25000000.0,
          "rate_pct": 0.4
        },
        {
          "min": 25000000.0,
          "max": null,
          "rate_pct": 0.3
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 3000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Principal Custody Solutions",
      "name_as_filed": "PRINCIPAL CUSTODY SOLUTIONS",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/bowen-hanes-and-co-inc-ponte-vedra-beach-fl-105153.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 5223000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 65,
      "fewer_than_5": false,
      "raum": 551934059.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 76268314.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 6,
      "fewer_than_5": false,
      "raum": 61129771.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 15,
      "fewer_than_5": false,
      "raum": 3862002557.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 12,
      "fewer_than_5": false,
      "raum": 63529381.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105153",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}