BODDINGTON CAPITAL, LLC
Firm details
- Headquarters
- STOCKTON, California
- CRD number
- 337918
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.65%
- Individuals14.35%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Boddington Capital, LLC is an independent registered investment adviser that manages portfolios for individuals and families, with a focus on financial planning and discretionary portfolio management for individuals and small businesses. The firm operates on a percentage-of-assets fee model and maintains a concentrated client base, which supports a hands-on, tailored approach rather than a mass-market advisory model. Investment activity centers on pooled public funds and mutual funds as the primary vehicle, supplemented by separate managed account relationships. The adviser is not positioned as an institutional or pension consultant, does not market itself as an ESG-focused allocator, and does not act as a capital allocator or a related/advisory network hub. Its structure is a limited liability company owned by an individual.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds72%
- Exchange Traded Equities21%
- Cash & Cash Equivalents4%
- State & Local Bonds3%
Contacts
2 of 2Marina Ortiz
Business PartnerCRD 8241313
Shane Boddington
PrincipalCRD 8135877
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
STOCKTON, CA
SAN JOAQUIN
Location
STOCKTON, CA
Headquartered in STOCKTON, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN JOAQUIN
- Address
- 3247 W March Ln
- Time zone
- PT (UTC-8)
- Office locations
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