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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 99.6% is discretionary and 0.4% is non-discretionary.
The firm reports 1 advisory representatives and 85 clients, or 85 clients per representative. That equates to $410.6K in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on March 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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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
SMA allocation detail is available
Bolgiano Capital Management has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.