9AT: BOWEN, HANES & CO INC

Adviser Profile

As of Date	02/17/2026
Registration	SEC, Approved, 09/29/1980
ADV Location	PONTE VEDRA BEACH, FL, United States
Contact Info	404 xxxxxxx
Websites

AUM^*	4,620,087,082 22%
of that, discretionary	4,620,087,082 22%
Number of Employees	10
of those in investment advisory functions	4
Private Fund GAV^*	0
Avg Account Size	22,211,957 26%
% High Net Worth	57.02% -3%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser F/M INVESTMENTS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM17.7b	#Funds-
Adviser BROAD RUN INVESTMENT MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM681.8m	#Funds-
Adviser FSA INVESTMENT GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund40.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV40.0m	AUM761.8m	#Funds1
Adviser BIRCH RUN INVESTMENTS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM457.5m	#Funds-
Adviser SASCO CAPITAL INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM911.1m	#Funds-
Adviser ZEVENBERGEN CAPITAL INVESTMENTS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM4.6b	#Funds-
Adviser THE DE BURLO GROUP, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.1b	#Funds-
Adviser RETIREMENT PLAN FIDUCIARIES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM193.3m	#Funds-
Adviser WEALTHSPRING CAPITAL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund13.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV13.1m	AUM515.0m	#Funds1
Adviser OSTERWEIS CAPITAL MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM7.5b	#Funds-

Brochure Summary

Overview

Form ADV Part 2A, Item 4 A. Founded in 1972 by H.J. Bowen, Jr. as Bowen Management Company, Inc., the firm was acquired by a New York insurance holding company in 1975 and merged with a subsidiary founded by Sir John Templeton into a single investment counsel entity headquartered in Englewood Cliffs, NJ. In 1978 a reconstituted Bowen Management Company was spun off as a division and relocated to Atlanta, GA. In 1980 the company was repurchased by Mr. Bowen, and in 1981 an office was opened in Winston-Salem, NC, and the name was changed to Bowen, Hanes & Co., Inc. In 2022, The firm moved its headquarters to Ponte Vedra Beach, FL. The principal owner of the Firm is Harold J. (Jay) Bowen, III. B. Our principal service is investment counseling. We manage client portfolios and advise in both equity and fixed income securities. Our investment advice is primarily based on meeting investment objectives and guidelines provided by input from the client. We operate according to a carefully formulated strategy. When implementing investment decisions, we rely primarily on our analysis of global economic trends and their impact on specific industries and companies. This is followed by a rigorous review of company specific balance sheets and income statistics and their relationship to our estimates of future sales and earnings growth potential. We believe successful portfolio management is more an art than a science. Investment Advice Specific to Retirement

Account Rollovers When we provide investment advice regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours. Under this special rule’s provisions, we must:
• Meet a professional standard of care (give prudent advice)
• Never put our financial interests ahead of our clients (give loyal advice)
• Avoid misleading statements about conflicts of interest, fees, and investments
• Follow policies and procedures designed to ensure that we give advice in client’s best interest
• Charge no more than is reasonable for our services
• Give you basic information about our conflicts of interest. C. Clients may request certain restrictions in their portfolios. For example, clients may impose restrictions in investing in certain securities in accordance with their values or beliefs. Restrictions are evaluated on a case-by-case basis. D. We do not participate in any wrap fee program. E. As of December 31, 2023, client assets managed on a discretionary basis were $3,767,562,439. F. We have no client assets managed on a non-discretionary basis.

BOWEN, HANES & CO INC

BOWEN, HANES & CO INC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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BOWEN, HANES & CO INC BOWEN, HANES & CO INC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

BOWEN, HANES & CO INC

BOWEN, HANES & CO INC