Bowers Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Main office
Georgetown IN
Advisors at this office
1
Most active in
Indiana
Also doing business as
Bill Bowers Registered Investment Adviser · Bowers Capital Management · William Cecil Bowers Jr.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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