William C. Bowen

PERSIUM ADVISORS

Atlanta, GA 30328

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CRD#: 5955126

Professional summary

William Carey Bowen IV, CFP® is a registered financial advisor currently at PERSIUM ADVISORS, LLC located in Atlanta, Georgia.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. William has worked at 2 firms and has passed the Series 63 and Series 6 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 William Carey Bowen IV'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®

CFP^®

Certified Financial Planner

Experience

Current

July 22, 2013 - Present

PERSIUM ADVISORS, LLC

Office #1: 2100 Riveredge Parkway Suite 1230, Atlanta, GA 30328

RIA

CRD#: 128335

Atlanta, GA

Past

August 4, 2011 - June 28, 2013

ALPS DISTRIBUTORS, INC.

CRD#: 16853

KENNESAW, 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".

PERSIUM ADVISORS, LLC

MADISON SERVICE & CONSULTATION, LLC | WHITE HORSE ADVISORS, LLC | RESOURCES FOR RETIREMENT, INC. | PERSIUM ADVISORS, LLC

CRD#: 128335 / SEC#: 801-71127

RIA

Registered Investment Advisory firm - (3/9/2010 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

Florida
(2/17/2024)

IAR

Georgia
(7/22/2013)

IAR

Texas
(12/5/2021)

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

Series 63

Date: 8/30/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 8/3/2011

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PERSIUM ADVISORS, LLC

MADISON SERVICE & CONSULTATION, LLC | WHITE HORSE ADVISORS, LLC | RESOURCES FOR RETIREMENT, INC. | PERSIUM ADVISORS, LLC

CRD#: 128335 / SEC#: 801-71127

RIA

Registered Investment Advisory firm - (3/9/2010 Approved)

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Contact information

Main Address

2100 Riveredge Parkway Suite 1230, Atlanta, GA 30328

Mailing Address

Phone number

(678) 322-3000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - MAR 2025 (3/25/2025)

Regulatory assets under management

Total Number of Accounts	421
AUM (Assets Under Management)	$ 456,271,837

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/16/2025	Cover Page	Report
08/06/2024	Cover Page	Report

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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William C. Bowen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Carey Bowen IV's CRS (Customer Relationship Summary).

Certified licenses

Experience

PERSIUM ADVISORS, LLC

ALPS DISTRIBUTORS, INC.

Primary Firm SEC Registration

PERSIUM ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/30/2011

Series 6

Date: 8/3/2011

Current Firm

PERSIUM ADVISORS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PERSIUM ADVISORS, LLC

TRUST BUT VERIFY

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