Michael C. Bowling

BEECHWOOD CAPITAL MANAGEMENT

Cincinnati, OH 45242

Some features on this profile are disabled

CRD#: 2550199

Professional summary

Michael Courtenay Bowling, who also goes by Michael Bowling, is a registered financial advisor currently at BEECHWOOD CAPITAL MANAGEMENT, INC. located in Cincinnati, Ohio.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Michael has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Bowling

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.

MICHAEL BOWLING IS A MATHEMATICS INSTRUCTOR AT XAVIER UNIVERSITY. THE TEACHING IS NOT INVESTMENT RELATED AND BEGAN 9/2005. ALL TEACHING TAKES PLACE OUTSIDE SECURITIES TRADING HOURS. THESE ACTIVITIES TAKE UP TO 15 HOURS PER WEEK OR 60 HOURS PER MONTH. XAVIER UNIVERSITY 3800 VICTORY PARKWAY CINCINNATI, OHIO 45207 XAVIER UNIVERSITY 3800 VICTORY PARKWAY CINCINNATI, OHIO 45207

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Courtenay Bowling's 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

July 27, 2006 - Present

BEECHWOOD CAPITAL MANAGEMENT, INC.

Office #1: 9467 Montgomery Road, Cincinnati, OH 45242Office #2: 9467 Montgomery Road, Cincinnati, OH 45242

RIA

CRD#: 120037

Cincinnati, OH

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

Ohio
(7/27/2006)

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: 10/3/1994

Uniform Investment Adviser Law Examination

Current Firm

BEECHWOOD CAPITAL MANAGEMENT, INC.

BEECHWOOD CAPITAL MANAGEMENT, INC. | BOWLING, MICHAEL COURTENAY | BEECHWOOD INVESTMENT MANAGEMENT

CRD#: 120037 / SEC#:

Ohio

Registered Investment Advisory firm - (7/26/2000 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

9467 Montgomery Road, Cincinnati, OH 45242

Mailing Address

Phone number

(513) 793-3777

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	37
AUM (Assets Under Management)	$ 11,918,842

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.

Similar Advisors

Jamie Powell

CAPITAL ADVISORY SERVICES, LLC

IAR

West Chester, OH

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael C. Bowling

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Courtenay Bowling's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEECHWOOD CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/3/1994

Current Firm

BEECHWOOD CAPITAL MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BEECHWOOD CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

Similar Advisors