Peter H. Bowles

BLUE EDGE CAPITAL

Richmond, VA 23226

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CRD#: 2322509

Professional summary

Peter Hartwell Bowles is a registered financial advisor currently at BLUE EDGE CAPITAL, LLC located in Richmond, Virginia.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Peter has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Peter Hartwell Bowles'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

March 7, 2011 - Present

BLUE EDGE CAPITAL, LLC

Office #1: 5706 Grove Avenue Suite 202, Richmond, VA 23226

RIA

CRD#: 155613

Richmond, VA

Past

November 18, 2009 - August 5, 2010

HARRIS WILLIAMS

CRD#: 113930

RICHMOND, VA

Past

December 14, 2001 - June 9, 2009

HARRIS WILLIAMS

CRD#: 113930

RICHMOND, VA

Past

March 12, 1993 - June 18, 1996

FIRST UNION CAPITAL MARKETS CORP.

CRD#: 6124

CHARLOTTE, NC

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".

BLUE EDGE CAPITAL, LLC

BLUE EDGE CAPITAL, LLC | BRT CAPITAL MANAGEMENT, LLC

CRD#: 155613 / SEC#: 801-77861

RIA

Registered Investment Advisory firm - (4/16/2013 Approved)

Texas

Registered Investment Advisory firm - (5/4/2015 Terminated)

Virginia

Registered Investment Advisory firm - (5/4/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Virginia
(3/7/2011)

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: 3/4/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/18/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/5/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/10/2006

General Securities Principal Examination

Current Firm

BLUE EDGE CAPITAL, LLC

BLUE EDGE CAPITAL, LLC | BRT CAPITAL MANAGEMENT, LLC

CRD#: 155613 / SEC#: 801-77861

RIA

Registered Investment Advisory firm - (4/16/2013 Approved)

Texas

Registered Investment Advisory firm - (5/4/2015 Terminated)

Virginia

Registered Investment Advisory firm - (5/4/2015 Terminated)

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Contact information

Main Address

5706 Grove Avenue Suite 202, Richmond, VA 23226

Mailing Address

Phone number

(804) 673-7401

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BEC ADV PART 2 MARCH 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	386
AUM (Assets Under Management)	$ 692,701,513

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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Advisor Monitoring

Firm Stability Insights

Peter H. Bowles

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Hartwell Bowles's CRS (Customer Relationship Summary).

Certified licenses

Experience

HARRIS WILLIAMS

HARRIS WILLIAMS

FIRST UNION CAPITAL MARKETS CORP.

Primary Firm SEC Registration

BLUE EDGE CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/4/2011

Series 63

Date: 9/18/2001

Series 7

Date: 3/5/1993

Series 24

Date: 4/10/2006

Current Firm

BLUE EDGE CAPITAL, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUE EDGE CAPITAL, LLC

TRUST BUT VERIFY

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