H
Harry S. Bower, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
16
44% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
TypicalAverage account size
$0
About
Harry S. Bower LLC provides non-discretionary investment consulting to individuals, trusts, estates and charitable organizations, offering advice on portfolio construction, asset allocation and equity market conditions. The firm operates as a single-advisor independent registered investment adviser and generally charges percentage-of-assets advisory fees.
Advice is delivered on a non-continuous, non-discretionary basis: the firm does not effect transactions for client accounts and relies on client-selected custodians to provide valuations and account statements. The firm’s analysis uses fundamental, cyclical, quantitative and technical methods and may recommend a range of strategies — including options, other derivatives, short selling and the use of leverage — with an emphasis on large-cap equities and investment-grade fixed income.
Noteworthy aspects include a very small client roster (16 clients) and the firm’s disclosure that it had no continuous assets under management as of December 31, 2025 and no longer provides continuous and regular investment advice. The combination of a solo practice with a broad toolkit of derivative and short-selling strategies and a custody-agnostic, strictly non-discretionary operating model is atypical for firms of this size.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
0.20% annually
Main office location
Harry S. Bower, LLC
Dennis MA, United States
Number of offices
1
Most active in
Harry S. Bower, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
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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