Bounds & Company, LLC

Overview

Bounds & Company, LLC is a small, fee-based registered investment adviser that focuses on discretionary portfolio management for individuals, small businesses and institutional clients. The firm shows a clear equity bias: most client assets are held in exchange-traded equities and ETF-style exposures, and its advisory work centers on managed portfolios rather than model-only or purely advisory consulting. Fee arrangements are charged as a percentage of assets under management. The firm is also active as a sponsor and general partner, acting as a managing member of pooled investment vehicles. That activity points to the ability to organize or run private pooled structures in addition to managing separately managed accounts. Bounds & Company is not an ESG-focused manager and operates from a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices