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RIA / WealthAdvisorCertified Financial Planner20 years in industry

LANTZ DARYLE BOWMAN

Advisor at PRECEDENT WEALTH PARTNERS, LLC

HOUSTON, TX

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Search this name across graphsid dfx:ria:f7e300fe-f8b8-3798-381c-aa0322b044e1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jul 14, 2006 to Sep 14, 2026

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

Current firm: PRECEDENT WEALTH PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
First registration: Jul 14, 2006
Dual registered: no
IAPD individual key: 2931189

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PRECEDENT WEALTH PARTNERS, LLC	Independent wealth	May 19, 2026	n/a	yes	HOUSTON, TX	Current employment
ADVISORS CAPITAL MANAGEMENT, LLC	Independent wealth	Apr 17, 2023	Jun 3, 2026	no	Houston, TX\|RIDGEWOOD, NJ\|Spring, TX	Previous registration
LINSCOMB WEALTH, INC.	Independent wealth	Mar 11, 2021	Apr 19, 2023	no	HOUSTON, TX	Previous registration
LINSCOMB WEALTH, INC.	Independent wealth	Oct 21, 2019	Dec 31, 2020	no	HOUSTON, TX	Previous registration
RONALD BLUE & CO., LLC	Former SEC adviser	Jul 14, 2006	Aug 1, 2017	no	HOUSTON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ADVISORS CAPITAL MANAGEMENT, LLC	PRECEDENT WEALTH PARTNERS, LLC	Jun 3, 2026	May 19, 2026	-15	Firm change	RIA to RIA
LINSCOMB WEALTH, INC.	ADVISORS CAPITAL MANAGEMENT, LLC	Apr 19, 2023	Apr 17, 2023	-2	Firm change	RIA to RIA
RONALD BLUE & CO., LLC	LINSCOMB WEALTH, INC.	Aug 1, 2017	Oct 21, 2019	811	Firm change after gap	Other

Relationships

Registered with (4)

→ PRECEDENT WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
May 19, 2026 to presentfactForm ADV
→ ADVISORS CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 17, 2023 to Jun 3, 2026factForm ADV
→ LINSCOMB WEALTH, INC.Registered adviserregistration: previous registration
Mar 11, 2021 to Apr 19, 2023factForm ADV
→ RONALD BLUE & CO., LLCRegistered adviserregistration: previous registration
Jul 14, 2006 to Aug 1, 2017factForm ADV

Dated events

Occurred
Jun 3, 2026
Advisor changed firm
Lantz Daryle Bowman left Advisors Capital Management, Llc for Precedent Wealth Partners, Llc (registered 2026-05-19)
Form ADVobserved 6 days ago
Occurred
Apr 19, 2023
Advisor changed firm
Lantz Daryle Bowman left Linscomb Wealth, Inc. for Advisors Capital Management, Llc (registered 2023-04-17)
Form ADVobserved 6 days ago