Bowen Financial Services, LLC

Financial planning in Midlothian, VA

SEC registeredNo commissions reported

Call (804) 897-2850 Send a message Map ↗

Public-record details

Address: 2840 Polo Pkwy, Midlothian, VA 23113
Phone: (804) 897-2850
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
CRD number: 116714
Registration: SEC registered since 2022-07-29
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management: $191.0 million
Accounts managed: 305
Clients reported (Form ADV 5.D): 67
Individual / high-net-worth clients: 17 / 50
Employees: 3
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-30

SEC registered investment adviser, CRD 116714, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 116714 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Midlothian

Ardent Wealth Advisory, LLC3518 Fox Hurst Drive · Midlothian, VA 23113 · (804) 405-3819 · Financial planningCRD 284507 · % of assets · $24.3 million AUMState registeredNo commissions reported Colonial River Wealth Management LLC340 Browns Hill Court · Midlothian, VA 23114 · (804) 335-1200 · Financial planningCRD 284839 · % of assets, Hourly charges, Fixed fees · $464.4 million AUMSEC registeredNo commissions reported Hussmen Financial14321 Winter Breeze Dr, Suite 184 · Midlothian, VA 23113 · (804) 409-5819 · Financial planningCRD 148127 · Hourly charges, Fixed fees · $43.8 million AUMState registeredNo commissions reported James River Asset Management, LLC15521 Midlothian Tnpk., Suite 100 · Midlothian, VA 23113 · (804) 323-0517 · Financial planningCRD 117917 · % of assets, Hourly charges, Fixed fees · $273.8 million AUMSEC registeredNo commissions reported Just a Conversation, LLC13424 Tipple Point Road · Midlothian, VA 23114 · (804) 790-9486 · Hourly feesCRD 339268 · Hourly charges, Fixed feesState registeredNo commissions reported

All 6 in Midlothian →