Caleb Lee Bowen

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → Present
  State Farm Vp Management Corp
  Midvale, UT
• 08/2011 → Present
  Caleb Bowen Insurance Agency
  Midvale, UT
• 08/2018 → 06/2019
  State Farm Investment Management Corp
  Midvale, UT
• 08/2023 → Present
  State Farm Investment Management Corp
  Midvale, UT
• 09/2025 → Present
  Caleb Bowen Insurance Agency
  Highland, UT
• 09/2025 → Present
  State Farm Investment Management Corp
  Highland, UT
• 09/2025 → Present
  State Farm Vp Management Corp
  Highland, UT

Other Businesses

1) Caleb Bowen's Insurance Agency; Insurance Agency; Investment-related; 119 E 7200 S Midvale, UT 84047-1533 and 4983 W Willowstone Dr, Highland, UT 84003; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2011; 80; 80; Service customers and supervise employees 2) BB ACF6, LLC; investment-related; 10028 N Yorkshire Ct Highland UT 84003; investment or commercial property; partner; partner; 02/18/2021; 0; 0; I own 25% of this LLC which was created to invest $800,000 in a real estate investment fund. This does not require any management or additional work from me. We invested and wait for our returns, None besides filing taxes.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-26
• S63 Uniform Securities Agent State Law Examination
  2011-01-28