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Bowood Capital Advisors, LLC (Shawnee Mission)


Bowood Capital Advisors, LLC is a large advisory firm based in Shawnee Mission. It manages $95 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Kansas.

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Bowood Capital Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bowood Capital Advisors: assets under management

The assets under management (AUM) of Bowood Capital Advisors, LLC is $95 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $95 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.5 million each.
Bowood Capital Advisors has custody of $23 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bowood Capital Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Kent Michael Blackford Member 1 Sep 2014 25% - 50% 4416862

Based in Shawnee Mission

The principal office where Bowood Capital Advisors, LLC performs its advisory services is located at 2001 Shawnee Mission Parkway, Shawnee Mission, KS 66205, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 913-953-8330 or by fax 913-384-0413. The normal business hours are by appointment only on Other. You can find more information about the New York firm at bowoodcapital.com.


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