# 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. - CRD: 105153 - Filed as: BOWEN, HANES & CO INC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Ponte Vedra Beach, FL - Filing period: October 2026 - Form ADV filing dated: February 17, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105153 - AdvisorCensus page: https://advisorcensus.com/firm/bowen-hanes-and-co-inc-ponte-vedra-beach-fl-105153 ## Quick answers **How 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 ### Compensation (Item 5.E) - A percentage of assets under your management ### Fees and minimums (Form ADV Part 2A brochure dated February 17, 2026) - 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 > 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 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 brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - Charles Schwab & Co., Inc. - Principal Custody Solutions 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. ### Regulatory assets under management (Item 5.F) - Total: $4,620,087,082 - Discretionary: $4,620,087,082 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 11 | $5,223,000 | | High net worth individuals | 65 | $551,934,059 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $76,268,314 | | Charitable organizations | 6 | $61,129,771 | | State or municipal government entities (including government pension plans) | 15 | $3,862,002,557 | | Corporations or other businesses not listed above | 12 | $63,529,381 | ### Advisory services (Item 5.G) - Portfolio management for individuals and/or small businesses - Portfolio management for businesses (other than small businesses) or institutional clients ### Firm details - Registered since: 1980 (46 years) - Employees: 10 total, 4 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: CA, FL, GA, LA, NC, TN, TX - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Other offices (Schedule D, Section 1.F), as of the March 2026 filing - Winston-Salem, NC ### Websites listed on Form ADV (Item 1.I) - [bowenhanes.com](https://bowenhanes.com) ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $3,513,947,632 | 11 | June 9, 2021 | | October 2022 | $4,053,310,696 | 10 | September 16, 2022 | | October 2023 | $3,268,585,428 | 10 | March 2, 2023 | | October 2024 | $3,787,562,439 | 10 | March 1, 2024 | | October 2025 | $4,301,512,856 | 10 | February 27, 2025 | | October 2026 | $4,620,087,082 | 10 | February 17, 2026 | 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. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bowen, Hanes & Co Inc (CRD 105153): Form ADV filing data as of October 2026.