Nicholas
Bowers
Innealta Capital
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About this Advisor
Nicholas Bowers is a certified financial planner working out of Austin, Texas, with 5 years of relevant experience. Bowers is an advisor for Innealta Capital. Their career trajectory has included roles at Louisiana State University, The Olivier Group LLC, Dimensional Fund Advisors Lp, Afam Capital, Inc, Northern Lights Distributors, LLC, Innealta Capital, LLC and Dfa Securities LLC. Bowers maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Texas. Innealta Capital is an advisory business that has its headquarters in Austin, TX. It has $286 million in total assets across its 207 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 207 client accounts, just 5% are associated with high-net-worth investors who have more than $1 million in investable assets. Innealta Capital has a few services, including portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Fees charged by financial advisors largely are based on which services are offered. Fees billed by Innealta Capital typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Innealta Capital Brokerage Details
$286,210,701
17
207
$1,382,660
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 been registered as a financial advisor for 5 years.*
Innealta Capital, LLC
Northern Lights Distributors, LLC
Afam Capital, Inc
Dimensional Fund Advisors Lp
Dfa Securities LLC
Dimensional Fund Advisors Lp
The Olivier Group LLC
Louisiana State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nicholas Bowers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Innealta Capital
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
