← Directory
BOWEN, HANES & CO INC
CRD 105153File 801-15530
APPROVED
Retail clients
Custody
Filing as of Feb 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.62B
Top 25% of cohort (national)
Discretionary AUM
$4.62B
Clients
114
208 accounts
Employees
10
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Sep 29, 1980
- Principal office
- 135 PROFESSIONAL DRIVE, SUITE 103, PONTE VEDRA BEACH, FL, 32082
- Phone
- 404-995-0507
- Website
- HTTP://WWW.BOWENHANES.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.62B
- Discretionary AUM
- $4.62B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 208
- Non-discretionary accounts
- 0
- Total accounts
- 208
- AUM per client
- $40.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $63.5M |
| Charitable organizations | 6 | $61.1M |
| High net worth individuals | 65 | $551.9M |
| Pension and profit sharing plans | 5 | $76.3M |
| State or municipal government entities | 15 | $3.86B |
| Individuals (other than high net worth individuals) | 11 | $5.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 115 | 114 | decreased by1 |
| Mar 1, 2026 | AUM | $4,301,512,856 | $4,620,087,082 | increased by$318,574,226 |
| Mar 1, 2026 | Accounts | 204 | 208 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 129 | 115 | decreased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,053,310,696 | $4,301,512,856 | increased by$248,202,160 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 225 | 204 | decreased by21 |
| Apr 1, 2022 | Employees | 11 | 10 | decreased by1 |
| Apr 1, 2022 | Clients | 126 | 129 | increased by3 |
| Apr 1, 2022 | AUM | $3,513,947,632 | $4,053,310,696 | increased by$539,363,064 |
| Apr 1, 2022 | Accounts | 212 | 225 | increased by13 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BOWEN HANES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BOWEN HANES” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.