B
CRD: 120895
Bowers Capital Management
Georgetown, IN
8129510380
$16.7M Total AUM
$16.7M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-19-2002
- Office Locations
- 1
Office Locations
-- Georgetown IN
About Bowers Capital Management
Bowers Capital Management is a Georgetown-based RIA. The firm has been operating for 24 years. Managing $16.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$16.7M AVG AUM / ADVISOR
$760.2K AVG AUM / CLIENT
21.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
North radial Fusion
Investment Themes
Insight
Investment Vehicles
Crest radial
Services
Alpha Glacier quantum Pathway Vital legacy Delta peak Eagle wave
Owner & Executives
W
WILLIAM CECIL BOWERS JR
President
- CRD
- #1576512
- Ownership
- 75% or more
(441) 670-9701
momentum.vector@primecapital.com
in linkedin.com/in/optima-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,725,358 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,725,358 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,725,358
Equity - Exchange:
28.8% Cash:
71.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $189,136,179 | 28.8% |
| Cash | $467,586,665 | 71.2% |
| Total | $656,722,844 | 100.0% |