Zolly C. Bowden

SHEETS SMITH INVESTMENT MANAGEMENT

Matthews, NC

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CRD#: 2027452

Professional summary

Zolly Cornell Bowden, who also goes by Z Cornell Bowden, is a registered financial advisor currently at SHEETS SMITH INVESTMENT MANAGEMENT, LLC located in Matthews, North Carolina.

Zolly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Zolly has worked at 3 firms and has passed the Series 65 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Z Cornell Bowden

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zolly Cornell Bowden's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 25, 2020 - Present

SHEETS SMITH INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 293992

Matthews, NC

Past

January 27, 2005 - March 4, 2020

SHEETS SMITH WEALTH MANAGEMENT

RIA

CRD#: 105710

WINSTON-SALEM, NC

Past

December 31, 2001 - March 25, 2004

ATLANTIC CAPITAL MANAGEMENT LTD

RIA

CRD#: 105252

SAVANNAH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SHEETS SMITH INVESTMENT MANAGEMENT, LLC

CRD#: 293992 / SEC#: 801-112973

RIA

Registered Investment Advisory firm - (4/26/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(2/25/2020)

IAR

Texas
(2/26/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/1/1990

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 2

Date: 12/13/1989

Non-Member General Securities Examination

Current Firm

SHEETS SMITH INVESTMENT MANAGEMENT, LLC

CRD#: 293992 / SEC#: 801-112973

RIA

Registered Investment Advisory firm - (4/26/2018 Approved)

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Contact information

Main Address

5600 Nw Central Drive Suite 221, Houston, TX 77092

Mailing Address

Phone number

(346) 867-8606

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SSIM -ADV PART 2 (8/18/2025)

Regulatory assets under management

Total Number of Accounts	255
AUM (Assets Under Management)	$ 129,728,282

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Zolly C. Bowden

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zolly Cornell Bowden's CRS (Customer Relationship Summary).

Certified licenses

Experience

SHEETS SMITH INVESTMENT MANAGEMENT, LLC

SHEETS SMITH WEALTH MANAGEMENT

ATLANTIC CAPITAL MANAGEMENT LTD

Primary Firm SEC Registration

SHEETS SMITH INVESTMENT MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/1/1990

Series 2

Date: 12/13/1989

Current Firm

SHEETS SMITH INVESTMENT MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SHEETS SMITH INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

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