RIA Intel›Advisers›Virginia›BOWEN FINANCIAL SERVICES, LLC

BOWEN FINANCIAL SERVICES, LLC

Advisory

N·MIDLOTHIAN, VA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$191M
1-Year AUM Growth
+13.7%
3-Year CAGR
+4.5%
Employees
3
Assets Under Management
Total AUM$191M
Discretionary AUM$191M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients66
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record15
First FilingMar 26, 2008
Latest FilingMar 30, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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