Advisor at Boddington Capital, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Boddington Capital, LLC
Location
Stockton, CA 95219
Credentials
Series 65
Industry experience
< 1 year
Shane Boddington is the principal of Boddington Capital, LLC, a California-registered investment adviser. He holds a Series 65 designation and has experience working at Catalyst Private Wealth and Bank of Stockton. Outside of finance, he is a self-employed artist. Boddington Capital provides discretionary wealth management and financial planning services to individuals, families, trusts, estates, non-profits, and business entities. The firm creates tailored portfolios using a variety of investment strategies, including equities, fixed income, mutual funds, ETFs, REITs, options, and margin, combining quantitative and qualitative analysis with Modern Portfolio Theory and technical charting.
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Fee-only: Advisory fees charged as tiered percentage of assets under management
3247 W March Lane, Suite 200
Stockton, CA 95219
California
Boddington Capital, LLC
2025 - Present (1 year)
Bank of Stockton
2023 - 2025 (2 years)
Catalyst Private Wealth
2020 - 2023 (3 years)
Artworks Foundry
2019 - 2020 (1 year)
CanVan
2019 - 2019 (1 year)
Self-Employed
2017 - 2020 (3 years)
Evolva
2017 - 2017 (1 year)
Housing Works
2016 - 2017 (1 year)
School of Visual Arts
2012 - 2016 (4 years)
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