Boltwood Capital Management
● SEC registered since 1986CRD 110293SEC# 801-27099Walnut Creek, CA
Reg. AUM
$502.5M
Employees
2
Accounts
468
Location
Walnut Creek, CA
Boltwood Capital Management assets under management
Boltwood Capital Management is an investment advisory firm registered with the SEC based in Walnut Creek, CA. The firm has been registered since 1986. It reports $502.5 million in regulatory assets under management and employs 2 people.
Boltwood Capital Management owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael John Stock Control | President, Treasurer & Cco | 50-75% | 2020 |
| Thomas Lyon Abbott Control | Chairman | Under 5% | 2020 |
| Zachary R Wolf Control | Secretary | 50-75% | 2020 |
Frequently asked questions
How much does Boltwood Capital Management manage?
Boltwood Capital Management reports $502.5 million in regulatory assets under management on its Form ADV.
How many employees does Boltwood Capital Management have?
Boltwood Capital Management reports 2 employees.
Where is Boltwood Capital Management located?
Boltwood Capital Management is based in Walnut Creek, CA and has been SEC-registered since 1986.
Does Boltwood Capital Management disclose fund performance?
Boltwood Capital Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2099 Mt. Diablo Blvd, Suite 202, Walnut Creek, CA 94596 |
| Phone | 415-433-1550 |
| Fax | 415-433-2537 |
| Office hours | 8:00a.m. - 4:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$502.5M▲ 32%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$502.5Mregulatory AUM
Discretionary $461.2MNon-discretionary $41.3M