BODDINGTON CAPITAL, LLC

RIASEC Registered
Total AUM
$27.3M
Discretionary
$27.3M
100% of AUM
Avg account
$1M
Accounts
27
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 72%, Exchange Traded Equities 21%, Cash & Cash Equivalents 4%, State & Local Bonds 3%72%
  • Public Funds/Mutual Funds72%
  • Exchange Traded Equities21%
  • Cash & Cash Equivalents4%
  • State & Local Bonds3%

Contacts

2 of 2
  • Marina Ortiz

    Business PartnerCRD 8241313

  • Shane Boddington

    PrincipalCRD 8135877

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth