CRD: 134458
Bollinger Capital Management, Inc.
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- Custodian
- First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- FoundationPeak element +more
- Established Date
- 06-01-1988
- Office Locations
- 1
Office Locations
About Bollinger Capital Management, Inc.
Bollinger Capital Management is a fiduciary RIA (est. 1988) providing active portfolio management for individuals, families, trusts, corporations, and retirement plans. Investment strategy is led by John Bollinger, creator of Bollinger Bands, and emphasizes technical analysis and market-based signals. Offers traditional money management and a socially responsible option; separate accounts are largely ETF-based.
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Owner & Executives
JOHN ASHER BOLLINGER
Portfolio Manager, President
- CRD
- #4939254
- Ownership
- 50% but less than 75%
Zoe Bollinger
Chief Compliance Officer, TREASURER, VICE PRESIDENT
- CRD
- #7062043
- Ownership
- 25% but less than 50%
Oak ridge
Peak ridge delta
- CRD
- #11382
- Ownership
- 43.5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,116,946 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,116,946 | -- |
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Separately Managed Accounts
Total SMA Asset: $39,116,946
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $616,235,719 | 13.0% |
| Cash | $1,464,744,901 | 30.9% |
| Municipal Bonds | $2,038,318,148 | 43.0% |
| Public Funds | $620,975,994 | 13.1% |
| Total | $4,740,274,762 | 100.0% |