Boldin Advisors

Overview

Boldin Advisors operates as a limited liability company and is registered with the SEC, having completed registration in 2025. The firm is organized as an independent registered investment adviser and focuses its services on individual and family clients. Its advisory offering centers on financial planning services, billed through hourly and fixed-fee arrangements rather than asset-based fees. The adviser reports a mixed ownership structure involving a domestic entity and an individual, manages business across multiple states, and does not position itself as a capital allocator. It does not identify as an active ESG investor, nor does it act as a pension consultant or a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices