Wilson & Boucher Capital Management, LLC
● SEC registered since 2015CRD 134076SEC# 801-100476
Reg. AUM
$280.4M
Employees
2
Accounts
467
Location
—
Wilson & Boucher Capital Management, LLC assets under management
Wilson & Boucher Capital Management, LLC is an SEC-registered investment adviser. The firm has been registered since 2015. It reports $280.4 million in regulatory assets under management and employs 2 people.
Wilson & Boucher Capital Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ben Wilson Investments, Inc. | Member | 50-75% | 2019 |
| Benjamin Duncan Wilson Control | Portfolio Manager | Under 5% | 2005 |
| James Brian Boucher Control | Managing Member/Chief Compliance Officer | 50-75% | 2005 |
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Join to unlock · $37/moFrequently asked questions
How much does Wilson & Boucher Capital Management, LLC manage?
Wilson & Boucher Capital Management, LLC reports $280.4 million in regulatory assets under management on its Form ADV.
How many employees does Wilson & Boucher Capital Management, LLC have?
Wilson & Boucher Capital Management, LLC reports 2 employees.
Does Wilson & Boucher Capital Management, LLC disclose fund performance?
Wilson & Boucher Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (800) 381-8610 |
| Fax | (925) 631-0473 |
| Office hours | By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$280.4M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$280.4Mregulatory AUM
Discretionary $280.4M