CRD: 148654
Bolgiano Capital Management
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- Custodian
- Charles Schwab & Company ยท Folio Investments
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-21-2010
- Office Locations
- 1
Office Locations
About Bolgiano Capital Management
Bolgiano Capital Management is an independent, fee-only Texas RIA providing discretionary portfolio management and personalized wealth and retirement planning under a fiduciary standard. Serving retail and institutional clients, portfolios are primarily implemented with ETFs and public funds, with custody through Charles Schwab. Clients can view account information and performance via an Advyzon-powered web portal.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
RICHARD LANCE BOLGIANO
Chief Compliance Officer, Managing Member, President
- CRD
- #5630348
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,768,181 | -- |
| Non-Discretionary | $134,336 | -- |
| Total | $34,902,517 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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