Bolgiano Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$34,902,517
This total excludes 10 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
75
11% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
75
Average account size
$465,367
About
Bolgiano Capital Management serves individual and high-net-worth clients as well as corporations and retirement plans, providing discretionary portfolio management, financial planning, and limited-scope retirement plan advisory and participant education delivered through third‑party recordkeepers. The firm works with individual accounts and plan sponsors to build Investment Policy Statements tailored to each client’s goals, risk tolerance, and time horizon.
The firm typically manages accounts on a discretionary basis and employs fundamental, technical, and cyclical analysis along with a core/satellite framework and quantitative screening to construct portfolios. BCM also discloses use of derivatives (including options writing and spread strategies) in separately managed accounts and lists a broad investment universe that includes ETFs, private placements, and cryptocurrencies.
Noteworthy for a firm of its size, BCM is operationally affiliated with an affiliated tax and business services practice that shares office resources and staff and to which the principal devotes significant time during tax season; that relationship is disclosed as a potential source of overlapping services. The combination of serving corporate/plan clients through platforms such as ADP and explicitly using derivatives and crypto exposures in managed accounts is less common among independent advisors with similar assets under management.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Options & derivatives strategies
Wealth management
Passive / index investing
Occupation focus
Founder/Business Owner
Fee options
Negotiable fixed fees for financial plans
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $750,000: 1.00% $750,001+: 0.75%
$200 - $250 per hour
Account minimum: $150,000
Main office location
Bolgiano Capital Management
525 E Main Street
Midlothian TX 76065, United States
Number of offices
1
Most active in
Bolgiano Capital Management has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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