SourcingSourcing

BOWEN, HANES & CO INC

C42
CRD 105153·SEC 801-15530·PONTE VEDRA BEACH, FL
AUM
$4.62B
$1B+
Est. Revenue
$46.2M
@ 1% on AUM
Est. EBITDA
$13.9M
@ 30% margin
Est. Deal Value
$110.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BOWEN, HANES & CO INC
CRD
105153
SEC file #
801-15530
EIN
—
DBA names
—

Economics

AUM
$4.62B
AUM band
$1B+
AUM trajectory
'20'26
$2.56B → $4.62B▲ +80%
Client mix
Individuals High Net Worth65
State Or Municipal Govt15
Corporations12
Individuals Other11
Charitable Organizations6

Operations

Employees (total)
10
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
PONTE VEDRA BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
02/17/2026
ADV-W filed at
—
Website
bowenhanes.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BOWEN, HAROLD, JENKINS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
BOWEN, HAROLD, JENKINS
HANES, FRANK, BORDEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BOWENHANES.COM
Rdap Domain Creation Date
2001-02-15T21:08:14Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-02-15T21:08:14Z
Rdap Domain Last Changed
2024-12-17T07:07:24Z
Rdap Nameservers
Ns6.wixdns.netNs7.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2614525
Trust Company Affiliate
No

People (3)

3
BOWEN, HAROLD, JENKINS
IAR · Direct Owner · 87.5%
2614525
HANES, FRANK, BORDEN
Executive Officer · 2.5%
235714
KELLY, DAVID, LEE
Executive Officer · 2.5%
4331698