BOLTWOOD CAPITAL MANAGEMENT
SEC Form ADV profile.
Total regulatory AUM
$502,513,220
Discretionary
$461,196,966
Non-discretionary
$41,316,254
Firm details
- CRD number
- 110293
- SEC file number
- 801-27099
- Main office
- WALNUT CREEK, CA, United States
- Employees
- 2
- SEC status
- Approved
- Website
- HTTP://WWW.BOLTWOODCAP.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.