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BOLTWOOD CAPITAL MANAGEMENT
CRD 110293File 801-27099
APPROVED
Retail clients
Custody
Filing as of Apr 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$502.5M
Above cohort median (national)
Discretionary AUM
$461.2M
Non-discretionary $41.3M
Clients
230
468 accounts
Employees
2
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 21, 1986
- Principal office
- 2099 MT. DIABLO BLVD, SUITE 202, WALNUT CREEK, CA, 94596
- Phone
- 415-433-1550
- Website
- HTTP://WWW.BOLTWOODCAP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $502.5M
- Discretionary AUM
- $461.2M
- Non-discretionary AUM
- $41.3M
- Discretionary accounts
- 455
- Non-discretionary accounts
- 13
- Total accounts
- 468
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $6.2M |
| High net worth individuals | 92 | $447.7M |
| Individuals (other than high net worth individuals) | 133 | $48.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.