RIA Intel›Advisers›Wisconsin›BOWMAN & COMPANY S.C.

BOWMAN & COMPANY S.C.

Advisory

N·OSHKOSH, WI

Data as of Nov 30, 2024 · Source: SEC Form ADV

Total AUM

$419M

1-Year AUM Growth

+16.6%

3-Year CAGR

+1.9%

Employees

6

Assets Under Management

Total AUM$419M

Discretionary AUM$416M

Non-Discretionary AUM$3M

Discretionary %99.2%

Total Clients512

Team

Total Employees6

Investment Advisers13

Employee Growth (1Y)+20.0%

Filing History

Total Filings on Record67

First FilingJul 24, 2019

Latest FilingNov 30, 2024

🔒 Full AUM trend chart and 67 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BOWMAN & COMPANY S.C.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.