$86.1M Total AUM
$86.1M Disc. AUM
-- 3Y CAGR
4 Employees
302 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Unison
- Established Date
- 07-09-2021
- Office Locations
- 1
Office Locations
302 Wingo WAY Suite 203 Mount Pleasant SC
About Bowen Wealth
Bowen Wealth is a Mount Pleasant, SC advisory firm focused on retirement-centric wealth management and income planning. The team builds personalized portfolios aimed at limiting downside in volatile markets while pursuing growth, and integrates tax minimization, charitable giving, and estate-planning coordination. They also provide annuity reviews and income analysis, including fixed index annuity strategies; Fidelity/NFS is a listed custodian.
Team overview
-- AVG AGE
$86.1M AVG AUM / ADVISOR
$285.2K AVG AUM / CLIENT
3.4 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Momentum glacier Momentum north Horizon insight Alpha timber
Client Personas
Vertex
Custodian
Quantum north Unison pioneer
Investment Themes
Focus optima Optima Zenith
Investment Vehicles
Timber
Services
Radial delta Oak radial Focus Horizon delta Value optima Legacy Element fusion Atlas capital
Technology
Beacon
Owner & Executives
J
JOHN BRANDON BOWEN
Chief Compliance Officer, Managing Member
- CRD
- #6389471
- Ownership
- 75% or more
(731) 435-4174
atlas.bridge@harborcapital.com
in linkedin.com/in/foundation-quantum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,130,000 | $128,615 |
| Non-Discretionary | $0 | -- |
| Total | $86,130,000 | $128,615 |
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Separately Managed Accounts
Total SMA Asset: $86,130,000
Equity - Exchange:
53.0% Equity - OTC:
47.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,505,009,401 | 53.0% |
| Equity - OTC | $3,108,215,884 | 47.0% |
| Total | $6,613,225,285 | 100.0% |