PPrivate Fund Data Log in Join · $37/mo

Wilson & Boucher Capital Management, LLC

● SEC registered since 2015CRD 134076SEC# 801-100476
Export (members)
Reg. AUM
$264.4M
Employees
2
Accounts
476
Location

Wilson & Boucher Capital Management, LLC assets under management

Wilson & Boucher Capital Management, LLC is an SEC-registered investment adviser. The firm has been registered since 2015. It reports $264.4 million in regulatory assets under management and employs 2 people.

Wilson & Boucher Capital Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Ben Wilson Investments, Inc.Member50-75%2019
Benjamin Duncan Wilson ControlPortfolio ManagerUnder 5%2005
James Brian Boucher ControlManaging Member/Chief Compliance Officer50-75%2005
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Wilson & Boucher Capital Management, LLC manage?

Wilson & Boucher Capital Management, LLC reports $264.4 million in regulatory assets under management on its Form ADV.

How many employees does Wilson & Boucher Capital Management, LLC have?

Wilson & Boucher Capital Management, LLC reports 2 employees.

Does Wilson & Boucher Capital Management, LLC disclose fund performance?

Wilson & Boucher Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(800) 381-8610
Fax(925) 631-0473
Office hoursBy Appointment
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$264.4M
Non-discretionary$0
Total (RAUM)$264.4M