Wilson & Boucher Capital Management, LLC
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
FINTRXOverview
Wilson & Boucher Capital Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2015. The firm focuses on individual and family clients and provides comprehensive financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include AUM-based fees, hourly charges, and fixed-fee engagements. The firm does not identify as an active ESG investor, is not structured as a capital allocator, and reports no multi-state adviser or pension consulting designation.
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 Funds41%
- Exchange Traded Equities27%
- US Government Bonds16%
- Other8%
- Cash & Cash Equivalents4%
Contacts
2 of 2Benjamin Wilson
PrincipalCRD 4551276
James Boucher
Managing MemberCRD 2769588
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$109M in ETFs
95%
$104M
0%
$5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $16.9M | 52,828 | 15.51% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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