Bowie Capital Management, LLC

Bowie Capital Management, LLC (CRD# 171023) is a financial advisory firm headquartered in Richardson, TX. They manage $1,028,680,805 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
740 E. Campbell Rd., Suite 830, Richardson, TX 75081
https://www.bowiecapital.com
By the Numbers
  • Total Assets Under Management
    1,029
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $46,758,218
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Bowie Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Cory Whitaker, financial advisor Richardson TX
Cory L. Whitaker
CRD#: 6341949
740 E. Campbell Rd., Suite 830, Richardson, TX 75081

Cory Whitaker (CRD# 6341949) is an Investment Advisor Representative working at Bowie Capital Management, LLC in Richardson, TX and has 1 year of experience in the finance industry.

2
Jared Balbach, financial advisor Richardson TX
Jared C. Balbach
CRD#: 5383481
740 E. Campbell Rd., Suite 830, Richardson, TX 75081

Jared Balbach (CRD# 5383481) is an Investment Advisor Representative working at Bowie Capital Management, LLC in Richardson, TX and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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