B
Bowers Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$16,725,358
Total clients
22
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
22
Average account size
$760,244
About
Bowers Capital Management serves individual investors and certain trusts, estates, and charitable organizations, offering discretionary asset management, ongoing investment advice, and limited financial planning. The firm charges asset-based management fees and tailors its services to clients’ financial goals, needs, and circumstances.
The firm uses a repeatable, rules-based investment process that includes quantitative multi-factor models (typically groups of 10–50 stocks held in roughly equal dollar amounts and rebalanced on about a 12‑month cycle), supplemented by fundamental, technical, and charting analysis. It may employ margin and options strategies — including options writing and shorter-term trades — and emphasizes long-term, unemotional decision‑making and diversified asset allocation over timing individual securities.
Distinctive for a solo adviser with roughly $16.7 million in assets under management and 22 clients, the firm pairs systematic stock-selection models and active options use with a small-client practice and occasionally provides very limited written financial plans at no charge. The firm does not accept third‑party compensation, does not custody client assets, reviews accounts daily, and limits its own discretionary authority (for example, it does not withdraw client funds).
Client services
Portfolio management
Expertise
Options & derivatives strategies
Factor investing / smart beta
Fee options
Negotiable annual fee usually ranges from 1.00% to 1.25% of assets managed, depending on size and complexity of client's account
Most active in
Bowers Capital Management has reported serving >5 clients in these states in the last 12 months.
Indiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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