This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-15-2018
- Office Locations
- 1
Office Locations
About BOW Stream Investments LLC
BOW Stream Investments LLC is a Southlake-based RIA. The firm has been operating for 8 years. Managing $10.4M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 5 clients, or 5 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review BOW Stream Investments LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Accredited Investors
- Asset Classes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full BOW Stream Investments LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
AUSTIN LEWIS TAYLOR
Associate, Chief Compliance Officer
- CRD
- #5379271
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,436,648 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,436,648 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
BOW Stream Investments LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.