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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- ValueHorizon +more
- Established Date
- 11-06-2020
- Office Locations
- 1
Office Locations
About Bowline Financial, LLC
Bowline Financial is an independent, fee-only RIA providing financial planning and investment management for households and business owners/entrepreneurs. The firm emphasizes prudent, process-driven portfolio construction and risk management, with portfolios commonly implemented using ETFs and mutual funds. Tech-forward operations and Schwab custody support a streamlined client experience.
Team overview
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Owner & Executives
JOHN A. HERBERT
Chief Compliance Officer, Financial Advisor, Managing Partner, President
- CRD
- #6516038
- Ownership
- 50% but less than 75%
MATTHEW DAVID SUMNICHT
Advisor, Co-founder, Financial Advisor
- CRD
- #6320750
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,243,160 | -- |
| Non-Discretionary | $0 | -- |
| Total | $64,243,160 | -- |
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Separately Managed Accounts
Total SMA Asset: $64,243,160
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,018,368,539 | 20.9% |
| Public Funds | $1,612,822,901 | 33.1% |
| Corporate - Investment Grade | $711,396,204 | 14.6% |
| Cash | $1,529,989,096 | 31.4% |
| Total | $4,872,576,740 | 100.0% |