Nicholas
Bowers

Innealta Capital

CRD#6186551
Investment Advisor
in Austin, TX
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About this Advisor

Nicholas Bowers is a certified financial planner whose office is in Austin, Texas. Currently an investment advisor at Innealta Capital, Bowers has 14 years of professional experience in the financial advisory industry. Bowers maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Bowers can advise investors in Texas. During their career, Bowers has held roles at Advantous Consulting, St. Paul'S High School, Louisiana State Capitol, Regions Insurance, The Olivier Group LLC, Louisiana State University, Dfa Securities LLC, Dimensional Fund Advisors Lp and Afam Capital, Inc. Innealta Capital is headquartered in Austin, Texas. In total, Innealta Capital oversees $212 million in assets throughout two accounts and retains 10 staff members. The firm's total assets under management places it among the mid-sized financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the advisor firm's 2 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Innealta Capital can offer portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

14 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

13215 Bee Cave Parkway Building A, Suite 240
Austin, TX 78738-0064

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Innealta Capital Brokerage Details

Total Assets Under Management

$159,491,826

TX Average: $3,042,739,679
Total Number of Employees

9

TX Average: 49
Total Number of Accounts

90

TX Average: 2,315
Average Account Size

$1,772,131

TX Average: $1,314,358

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Nicholas Bowers Work History

Nicholas has 14 years of experience.

2018 - Present (1 year)

Innealta Capital, LLC

2017 - Present (2 years)

Northern Lights Distributors, LLC

2017 - 2018 (1 year)

Afam Capital, Inc

2015 - 2017 (2 years)

Dfa Securities LLC

2015 - 2017 (2 years)

Dimensional Fund Advisors Lp

2014 - 2014 (< 1 year)

Dimensional Fund Advisors Lp

2013 - 2013 (< 1 year)

Regions Insurance

2013 - 2014 (1 year)

The Olivier Group LLC

2012 - 2012 (< 1 year)

Advantous Consulting

2010 - 2010 (< 1 year)

Louisiana State Capitol

2009 - 2014 (5 years)

Louisiana State University

2004 - 2009 (5 years)

St. Paul'S High School

Disclosures

Nicholas Bowers has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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