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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-09-2006
- Office Locations
- 2
Office Locations
About Bulwark Capital Corporation
Bulwark Capital Management provides fiduciary financial planning and investment advice with a strong emphasis on managing downside risk for retirement portfolios while pursuing market participation. The team delivers customized, education-focused portfolio plans via virtual or in-person meetings and offers portfolio risk reviews. Clients access accounts and holdings through Charles Schwab’s Schwab Alliance portal with 24/7 online visibility.
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Owner & Executives
JAMES VICTOR THOMPSON JR.
Account Executive, Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #5087995
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Abigail Joy Smith
Partner
- CRD
- #7901163
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $147,764,856 | $735,149 |
| Non-Discretionary | $0 | -- |
| Total | $147,764,856 | $735,149 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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