Overview
Assets Under Management: $239 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 70
Average Client Assets: $2.9 million
Frequently Asked Questions
BOLAN CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151343), BOLAN CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BOLAN CAPITAL MANAGEMENT, LLC is headquartered in CINCINNATI, OH.
BOLAN CAPITAL MANAGEMENT, LLC serves 70 high-net-worth clients according to their SEC filing dated March 07, 2024. View client details ↓
According to their SEC Form ADV, BOLAN CAPITAL MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
BOLAN CAPITAL MANAGEMENT, LLC manages $239 million in client assets according to their SEC filing dated March 07, 2024.
According to their SEC Form ADV, BOLAN CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.02%
Average Client Assets: $2.9 million
Total Client Accounts: 1,090
Discretionary Accounts: 1,088
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 151343
Filing ID: 1839705
Last Filing Date: 2024-03-07 07:47:00