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BOLTWOOD CAPITAL MANAGEMENT
CRD 110293File 801-27099
APPROVED
Retail clients
Custody
Filing as of Apr 29, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| May 1, 2026 | Clients | 216 | 230 | increased by14 |
| May 1, 2026 | AUM | $380,599,262 | $502,513,220 | increased by$121,913,958 |
| May 1, 2026 | Accounts | 430 | 468 | increased by38 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 194 | 216 | increased by22 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $312,975,322 | $380,599,262 | increased by$67,623,940 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 354 | 430 | increased by76 |
| Jun 1, 2022 | Clients | 171 | 194 | increased by23 |
| Jun 1, 2022 | AUM | $289,991,443 | $312,975,322 | increased by$22,983,879 |
| Jun 1, 2022 | Accounts | 317 | 354 | increased by37 |
| Jul 1, 2021 | Clients | 161 | 171 | increased by10 |
| Jul 1, 2021 | AUM | $208,253,002 | $289,991,443 | increased by$81,738,441 |
| Jul 1, 2021 | Accounts | 299 | 317 | increased by18 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BOLTWOOD CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BOLTWOOD CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.