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Peter Hartwell Bowles

Blue Edge Capital, LLC

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About Peter Hartwell Bowles

Peter Hartwell Bowles is an investment advisor representative at Blue Edge Capital, LLC. Peter has been in the financial industry since 1993. He has a Series 7, Series 24 and Series 63 license. He has been registered with the state of Virginia since 2011. Blue Edge Capital, LLC is a registered investment advisor with the state of Virginia. The firm is located in Richmond, Virginia. The firm provides portfolio management for individuals and businesses. Peter is also registered with the state of Virginia as an Investment Advisor Representative (IAR).

Firm Information

Peter Bowles is currently registered with Blue Edge Capital, LLC. Blue Edge Capital, LLC is an investment advisor registered with the SEC, located in Richmond, VA. The firm has 3 investment advisor representatives and manages approximately $657 million in assets for clients, including charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. They specialize in portfolio management services for businesses and individuals.
Blue Edge Capital, LLC

5706 GROVE AVENUE

RICHMOND, VA 23226

$657.13M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Peter Bowles’s Registration & Firm History

VA

03/07/2011 - Present

Blue Edge Capital, LLC (RICHMOND VA)

VA

11/18/2009 - 08/05/2010

HARRIS WILLIAMS & CO. (RICHMOND VA)

VA

12/14/2001 - 06/09/2009

HARRIS WILLIAMS & CO. (RICHMOND VA)

NC

03/12/1993 - 06/18/1996

WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 03/04/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/18/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/10/2006

Series 24 - General Securities Principal Examination

BC

Issued 03/05/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Hartwell Bowles.
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