Boltwood Capital Management
Firm details
- Headquarters
- Walnut Creek, California
- CRD number
- 110293
- Registered since
- May 21, 1986
- Website
- www.boltwoodcap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.09%
- Individuals9.67%
- Corporations / Businesses1.24%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Boltwood Capital Management is an independent, privately owned registered investment adviser that has been SEC-registered since 1986. The firm serves both individual and family clients as well as institutional investors, offering portfolio management and financial planning alongside fee arrangements that include percentage-of-AUM billing and fixed fees for discrete services. Boltwood reports an ESG investing focus, and its advisory work emphasizes portfolios for individuals and small businesses rather than pension consulting or related-adviser activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities33%
- Cash & Cash Equivalents11%
- State & Local Bonds1%
Contacts
3 of 3
Michael Stock
President & ShareholderCRD 5733490
Thomas Abbott
ChairmanCRD 4366639
Zachary Wolf
ShareholderCRD 6584058
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 116Active vs passive
$376M in ETFs
99%
$370M
1%
$5.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | Schwab | Passive | Foreign Large Blend | $30.9M | 1,124,411 | 8.22% |
Location
Walnut Creek, CA
Contra Costa
Location
Walnut Creek, CA
Headquartered in Walnut Creek, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Contra Costa
- Address
- 2099 Mt Diablo Blvd
- Time zone
- PT (UTC-8)
- Office locations
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