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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

BOWEN, HANES & CO INC

CRD 105153

PONTE VEDRA BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d0156eaf-3c50-1c89-decd-69c01c8bcf26

Data as of Feb 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 2, 2012 to Feb 17, 2026
19 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.12 fund_share=0.0 institutional_share=0.87 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $4.6BItem 5.F on the latest filing (2026-02-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $4.6B
Private client RAUM: $557MderivedItem 5.D individuals plus high net worth individuals
Private client share: 12%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $4.6Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 208
Individual clients: 11
High net worth clients: 65
Custody, client assets: $34.8M
SEC number: 801-15530
CIK: 107758
CRD: 105153
Filings on the tape: 19
First filed: Mar 2, 2012
Latest filed: Feb 17, 2026
Organised: Corporation, DE
Website: bowenhanes.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
HAROLD JENKINS BOWEN	n/a	PONTE VEDRA BEACH, FL	31	40	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOWEN, HAROLD, JENKINS	PRESIDENT, DIRECTOR, SHAREHOLDER	E	yes	01/1995	Mar 2, 2012	Mar 1, 2024
HANES, FRANK, BORDEN	MANAGING DIRECTOR	Na	yes	09/1992	Mar 2, 2012	Mar 1, 2024
KELLY, DAVID, LEE	EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER	Na	yes	01/2003	Mar 2, 2012	Mar 1, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
WINSTON-SALEM	Nc	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 17, 2026	$4.6B	$4.6B	10	4	1	n/a	n/a
2024	Feb 27, 2025	$4.3B	$4.3B	10	4	1	n/a	n/a
2023	Mar 1, 2024	$3.8B	$3.8B	10	4	1	n/a	n/a
2022	Mar 2, 2023	$3.3B	$3.3B	10	4	1	n/a	n/a
2021	Mar 25, 2022	$4.1B	$4.1B	10	4	1	n/a	n/a
2020	Mar 12, 2021	$3.5B	$3.5B	11	4	1	n/a	n/a
2019	Mar 27, 2020	$3.0B	$3.0B	11	4	1	n/a	n/a
2018	Mar 20, 2019	$2.6B	$2.6B	11	4	1	n/a	n/a
2017	Mar 20, 2018	$2.8B	$2.8B	11	4	1	n/a	n/a
2016	Mar 13, 2017	$2.4B	$2.4B	10	4	n/a	n/a	n/a
2015	Mar 29, 2016	$2.3B	$2.3B	10	4	n/a	n/a	n/a
2014	Mar 25, 2015	$2.5B	$2.5B	9	5	n/a	n/a	n/a
2013	Mar 24, 2014	$2.5B	$2.5B	9	5	n/a	n/a	n/a
2012	Mar 5, 2013	$2.2B	$2.2B	8	4	n/a	n/a	n/a
2011	Mar 2, 2012	$2.1B	$2.1B	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$4.6B	$4.3B	7.4%	$3.3B	12.2%	10	10	1	1

Relationships

Registered with (1)

← HAROLD JENKINS BOWENAdvisorregistration: current employment
May 22, 1995 to presentfactForm ADV

Controls (3)

← HANES, FRANK, BORDENOwnerMANAGING DIRECTOR, ownership code NA, individual
Mar 2, 2012 to Mar 1, 2024factForm ADV
← BOWEN, HAROLD, JENKINSOwnerPRESIDENT, DIRECTOR, SHAREHOLDER, ownership code E, individual
Mar 2, 2012 to Mar 1, 2024factForm ADV
← KELLY, DAVID, LEEOwnerEXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 2, 2012 to Mar 1, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d0156eaf-3c50-1c89-decd-69c01c8bcf26
First observed: Mar 2, 2012
Last observed: Feb 17, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BOWEN, HANES & CO INC

CRD 105153

PONTE VEDRA BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d0156eaf-3c50-1c89-decd-69c01c8bcf26

Data as of Feb 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:44 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

HAROLD JENKINS BOWEN

n/a

PONTE VEDRA BEACH, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOWEN, HAROLD, JENKINS

PRESIDENT, DIRECTOR, SHAREHOLDER

yes

01/1995

Mar 2, 2012

Mar 1, 2024

HANES, FRANK, BORDEN

MANAGING DIRECTOR

yes

09/1992

Mar 2, 2012

Mar 1, 2024

KELLY, DAVID, LEE

EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

01/2003

Mar 2, 2012

Mar 1, 2024

City

State

Country

Employees

Also broker-dealer

WINSTON-SALEM

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 17, 2026

$4.6B

n/a

2024

Feb 27, 2025

$4.3B

n/a

2023

Mar 1, 2024

$3.8B

n/a

2022

Mar 2, 2023

$3.3B

n/a

2021

Mar 25, 2022

$4.1B

n/a

2020

Mar 12, 2021

$3.5B

n/a

2019

Mar 27, 2020

$3.0B

n/a

2018

Mar 20, 2019

$2.6B

n/a

2017

Mar 20, 2018

$2.8B

n/a

2016

Mar 13, 2017

$2.4B

n/a

2015

Mar 29, 2016

$2.3B

n/a

2014

Mar 25, 2015

$2.5B

n/a

2013

Mar 24, 2014

$2.5B

n/a

2012

Mar 5, 2013

$2.2B

n/a

2011

Mar 2, 2012

$2.1B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$4.6B

$4.3B

7.4%

$3.3B

12.2%