BONWELL CAPITAL MANAGEMENT, LLC

Overview

Bonwell Capital Management, LLC is an independent registered investment adviser focused on serving individual and family clients with fee-based financial planning and portfolio management. The firm shows a clear tilt toward equities, using exchange-traded instruments as its primary investment vehicle and managing client portfolios with a bias for liquid, publicly traded securities. Its advisory services emphasize discretionary portfolio management and planning for individuals and small businesses, with fee structures that include a percentage of AUM, hourly charges and fixed fees. The firm appears to favor separately managed account structures and ETFs to implement equity exposure, balancing cost, tax efficiency and trading flexibility. While equity allocations dominate, Bonwell Capital also supplements core holdings with traditional pooled vehicles and select alternative strategies to add diversification and income where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices