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
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- 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
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Asset Classes
Bridge Signal Unison atlas
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
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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 |
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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% |