CRD: 134076
Wilson & Boucher Capital Management, LLC
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-16-2005
- Office Locations
- 2
Office Locations
About Wilson & Boucher Capital Management, LLC
Wilson & Boucher Capital Management is a California-based RIA providing customized portfolio management and comprehensive planning, including tax, trust/estate, and risk management. Portfolios are built with individual stocks and bonds, alongside ETFs as needed, and monitored consistently with client-preferred communication. The team can meet in person or via Zoom and coordinates with outside professionals such as CPAs and attorneys.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JAMES BRIAN BOUCHER
Chief Compliance Officer, Managing Member, Owner
- CRD
- #2769588
- Ownership
- 50% but less than 75%
BENJAMIN DUNCAN WILSON
PORTFOLIO MANAGER, Principal
- CRD
- #4551276
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $280,368,909 | $600,362 |
| Non-Discretionary | $0 | -- |
| Total | $280,368,909 | $600,362 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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