$27.3M Total AUM
$27.3M Disc. AUM
-- 3Y CAGR
2 Employees
18 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-02-2025
- Office Locations
- 1
Office Locations
3247 W March Lane Suite 200 Stockton CA
About Boddington Capital, LLC
Boddington Capital, LLC is a Stockton-based RIA. The firm has been operating for 0 years. Managing $27.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$27.3M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
0.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
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Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
Shane Boddington
Chief Compliance Officer, PRINCIPAL
- CRD
- #8135877
- Ownership
- 75% or more
Available
Available
Available
M
Marina Ortiz
--
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,304,904 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,304,904 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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