{
  "crd_number": 120895,
  "slug": "bowers-capital-management-georgetown-in-120895",
  "primary_business_name": "BOWERS CAPITAL MANAGEMENT",
  "legal_name": "WILLIAM CECIL BOWERS JR.",
  "dbas": [],
  "city": "Georgetown",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "31140",
  "metro": {
    "cbsa_code": "31140",
    "common_name": "Louisville",
    "msa_name": "Louisville/Jefferson County, KY-IN",
    "path": "/advisors/ky/louisville"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2005-02-05",
  "years_registered": 21,
  "period": "2026-10-01",
  "filing_date": "2025-01-30",
  "carried_forward": false,
  "raum_total": 16725358.0,
  "raum_discretionary": 16725358.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 16725358.0,
      "count": 22
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "IN"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/120895",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "GEORGETOWN",
  "url": "https://advisorcensus.com/firm/bowers-capital-management-georgetown-in-120895",
  "display_name": "Bowers Capital Management",
  "summary": "Bowers Capital Management is a state-registered investment advisory firm in Georgetown, IN, registered since 2005, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 30, 2025.",
  "citation": "AdvisorCensus. Bowers Capital Management (CRD 120895): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Bowers Capital Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bowers Capital Management reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Bowers Capital Management located?",
      "a": "Bowers Capital Management's principal office is in Georgetown, IN, according to its Form ADV."
    },
    {
      "q": "Is Bowers Capital Management registered with the SEC or a state?",
      "a": "Bowers Capital Management is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 120895."
    },
    {
      "q": "How much does Bowers Capital Management manage?",
      "a": "Bowers Capital Management reports $16,725,358 in regulatory assets under management in its Form ADV filing dated January 30, 2025 (100% discretionary)."
    },
    {
      "q": "What types of clients does Bowers Capital Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (22)."
    },
    {
      "q": "Does Bowers Capital Management report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/120895"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/bowers-capital-management-georgetown-in-120895.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 22,
      "fewer_than_5": false,
      "raum": 16725358.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "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/120895",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
