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 corporate wealth-adviser that provides portfolio management primarily for individuals, families and small businesses, while also serving some institutional clients. Its fee arrangements include a percentage of assets under management, hourly charges and fixed fees. The firm does not characterize itself as an active ESG investor and delivers advice through managed portfolios that rely heavily on public funds and mutual funds.
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%
Contacts
2 of 2
Abigail Blakemore
AnalystCRD 7901163
James Thompson
PresidentCRD 5087995
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 101Active vs passive
$202M in ETFs
59%
$119M
36%
$83.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PGIM ULTRA SHORT BOND ETF (PULS) | PGIM | Active | Ultrashort Bond | $19.2M | 386,677 | 9.47% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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