Wilson & Boucher Capital Management, LLC

RIASEC RegisteredEst. 2015
Total AUM
$280M
Discretionary
$280M
100% of AUM
Avg account
$600K
Accounts
467
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
134076
Registered since
July 8, 2015
Website
www.wilsonboucher.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI84.73%
  • Individuals9.68%
  • Pension & Profit Sharing Plans5%
  • Charitable Organizations0.59%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Wilson & Boucher Capital Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2015. The firm focuses on serving individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. The firm is not positioned as a capital allocator or pension consultant, and it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 41%, Exchange Traded Equities 27%, US Government Bonds 16%, Other 8%, Cash & Cash Equivalents 4%, Investment Grade Corp Bonds 2%41%
  • Public Funds/Mutual Funds41%
  • Exchange Traded Equities27%
  • US Government Bonds16%
  • Other8%
  • Cash & Cash Equivalents4%

Contacts

2 of 2

  • Benjamin Wilson

    PrincipalCRD 4551276

  • James Boucher

    Managing MemberCRD 2769588

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 75

Active vs passive

$122M in ETFs

Passive

95%

$116M

Active

0%

$5.8M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$19.2M51,87515.79%
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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth