Wilson & Boucher Capital Management, LLC is a large advisory firm based in Moraga. It manages $140.92 million of regulatory assets for 420 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California and Texas.
Wilson & Boucher Capital Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wilson & Boucher Capital Management, LLC is $140.92 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 83% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Wilson & Boucher Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Wilson & Boucher Capital Management is high net worth individuals with 36 clients and $93.71 million of assets under management. Among the 8 most similar advisory firms, Wilson & Boucher Capital Management has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $133.88 million for 126 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Wilson & Boucher Capital Management doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Wilson & Boucher Capital Management, LLC performs its advisory services is located at 533 Moraga Rd., Suite 120, Moraga, CA 94556, which is also the mailing address of the firm. An additional office of the firm is in Orinda,, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (800) 381-8610 or by fax (925) 631-0473. The normal business hours are by appointment on Other. You can find more information about the New York firm at wilsonboucher.com.