Wilson & Boucher Capital Management, LLC
● SEC registered since 2015CRD 134076SEC# 801-100476
Reg. AUM
$280.4M
Employees
2
Accounts
467
Location
—
About Wilson & Boucher Capital Management
Wilson & Boucher Capital Management is a Northern California wealth management firm offering highly personalized client service. Founders, approach, and contact details are published for prospective clients in the Moraga area.
Summary based on the firm’s website.
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 |
| Benjamin Duncan Wilson Control | Shareholder | Over 75% | 2019 |
Frequently 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, monthlyOct '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,389 advisers
EmployeesTop 86%
More than 14% of 16,799 advisers
Assets under management
$280.4Mregulatory AUM
Discretionary $280.4M