Overview
Assets Under Management: $148 million
High-Net-Worth Clients: 47
Average Client Assets: $3 million
Frequently Asked Questions
BULWARK CAPITAL CORPORATION 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 #139266), BULWARK CAPITAL CORPORATION is subject to fiduciary duty under federal law.
BULWARK CAPITAL CORPORATION serves 47 high-net-worth clients according to their SEC filing dated February 09, 2026. View client details ↓
According to their SEC Form ADV, BULWARK CAPITAL CORPORATION offers portfolio management for individuals. View all service details ↓
BULWARK CAPITAL CORPORATION manages $148 million in client assets according to their SEC filing dated February 09, 2026.
According to their SEC Form ADV, BULWARK CAPITAL CORPORATION serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.58
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 201
Discretionary Accounts: 201
Regulatory Filings
CRD Number: 139266
Filing ID: 2051700
Last Filing Date: 2026-02-09 12:59:21