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BOWEN, HANES & CO INC

CRD 105153File 801-15530
APPROVED
Retail clients
Custody
Filing as of Feb 17, 2026
Feed vintage Aug 17, 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

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 typeClientsAUM
Other12$63.5M
Charitable organizations6$61.1M
High net worth individuals65$551.9M
Pension and profit sharing plans5$76.3M
State or municipal government entities15$3.86B
Individuals (other than high net worth individuals)11$5.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.