Unclaimed Profile

Paul Donald Bowers

NORTH CAPITAL, INC.·SALT LAKE CITY, Utah

SIE, Series 7, Series 7TO, Series 63, Series 65Clean record13 years registeredNORTH CAPITAL, INC.

623 E FORT UNION BLVD., SALT LAKE CITY, UT 84047CRD# 1799341Firm CRD# 148802

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Donald Bowers · SALT LAKE CITY, UT

Registration

CRD #1799341 · NORTH CAPITAL, INC. · 13 years registered

Brand Profile

Not yet started

Career History

NORTH CAPITAL

Jan 2021 – present

NORTH CAPITAL

Jan 2019 – Dec 2020

Saint Simons Island, GA

ADI DASSLER INTERNATIONAL FAMILY OFFICE USA LIMITED PARTNERSHIP

Mar 2018 – Dec 2018

Saint Sinons Island, GA

ACG WEALTH, INC.

Apr 2016 – Mar 2018

ATLANTA, GA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nov 2012 – Feb 2015

SAINT SIMONS, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 65

Registration record

First registered · November 20, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTH CAPITAL, INC.

CRD 148802 · SEC 801-110598

AUM

$252M

Regulatory assets under management

Employees

576 client accounts

Services offered by NORTH CAPITAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at NORTH CAPITAL, INC. →

Introduction

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Frequently Asked Questions

What services does Paul Donald Bowers offer?

Paul Donald Bowers specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Paul Donald Bowers's credentials?

Paul Donald Bowers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Donald Bowers located?

Paul Donald Bowers is based in SALT LAKE CITY, Utah, working with NORTH CAPITAL, INC.. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does Paul Donald Bowers charge for services?

Paul Donald Bowers's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTH CAPITAL, INC.?

NORTH CAPITAL, INC. has approximately 8 employees and manages $252M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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