Bulwark Capital Corporation
Firm details
- Headquarters
- ,
- CRD number
- 139266
- Registered since
- May 27, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI93.58%
- Individuals4.55%
- Charitable Organizations1.87%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Bulwark Capital Corporation is a privately owned corporate investment adviser that serves individual and family clients as well as select institutional accounts. The firm provides portfolio management services for individuals and small businesses and charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Bulwark Capital is registered with the U.S. Securities and Exchange Commission; it completed SEC registration in 2025. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser for regulatory reporting purposes.
Assets & Accounts
Public Holdings
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 Funds99%
- Exchange Traded Equities1%
Owners & executives
1 of 1James Thompson
President, CIOCRD 5087995
Contacts
1 of 1
Abigail Blakemore
AnalystCRD 7901163
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 103Active vs passive
$208M in ETFs
56%
$117M
37%
$90.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PGIM ULTRA SHORT BOND ETF (PULS) | PGIM | Active | Ultrashort Bond | $21.6M | 437,002 | 10.41% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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