BOWSIDE CAPITAL, LLC

211 King Street, Suite 204
Charleston, South Carolina 29401
Tel: 843-725-7500

About BOWSIDE CAPITAL, LLC

BOWSIDE CAPITAL, LLC, formally registered with the SEC as BOWSIDE CAPITAL, LLC. The firm was established in 07/08/2022. They have over 1 offices throughout the country.

BOWSIDE CAPITAL, LLC is a Charleston, South Carolina based Financial Planning firm with nearly $226,493,001 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170509
SEC#	801-126065
Assets Managed by Firm	$226,493,001
No. of Clients	4
No. of Advisors	2

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$226,493,001

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