B
CRD: 139236
Bonwell Capital Management, LLC
Richmond, VA, 23226
8042851546
$105.0M Total AUM
$105.0M Disc. AUM
-- 3Y CAGR
2 Employees
57 ADV. Clients
20 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-18-2006
- Office Locations
- 1
Office Locations
5700 West Grace Street Suite 107 Richmond VA
About Bonwell Capital Management, LLC
Bonwell Capital Management, LLC is a Richmond-based RIA. The firm has been operating for 20 years. Managing $105.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$105.0M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
19.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
20yrs Firm Age
Insights
Unlock to see real insight on value momentum vital.
Premium access reveals conviction themes in pathway bridge.
See the complete signal summary connected to harbor.
Premium access reveals conviction themes in delta beacon.
Unlock to see real insight on north delta element.
Upgrade to reveal position-level detail across quantum ember.
See the complete signal summary connected to vertex.
Upgrade to reveal position-level detail across north unison.
Asset Classes
Bridge Signal
Investment Themes
Optima atlas Crest crest Fusion
Investment Vehicles
Legacy vertex Prime legacy
Services
Focus Focus Foundation Fusion Delta Bridge pathway Focus
Owner & Executives
W
WILLIAM SHAWN BONWELL
CPA, Managing Member, Principal
- CRD
- #2477365
- Ownership
- 75% or more
(785) 759-4199
horizon.crest@fusioncapital.com
in linkedin.com/in/element-optima
Showing 1 of 1 owners & executives
Unlock allContacts
T
TINA BYRNES HALL
Owner
- CRD
- #4842399
(885) 837-3125
pioneer.pathway@unisoncapital.com
in linkedin.com/in/fusion-crest
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $104,975,846 | $232,697 |
| Non-Discretionary | $0 | $43,909 |
| Total | $104,975,846 | $186,192 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $104,975,846
Equity - Exchange:
26.5% U.S. Government/Agency:
25.3% Cash:
9.6% Corporate - Investment Grade:
31.5% Municipal Bonds:
7.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $363,890,623 | 26.5% |
| U.S. Government/Agency | $347,412,557 | 25.3% |
| Cash | $131,824,528 | 9.6% |
| Corporate - Investment Grade | $432,549,231 | 31.5% |
| Municipal Bonds | $97,495,224 | 7.1% |
| Total | $1,373,172,163 | 100.0% |