Bonwell Capital Management, LLC

Bonwell Capital Management serves individuals (including high-net-worth clients), as well as trusts, foundations, retirement plans and corporations, providing personalized financial planning, investment management and occasional consulting. The firm typically charges asset-based advisory fees and delivers portfolio management services for individual clients.

Portfolios are tailored to each client’s stated objectives through customized asset allocation using mutual funds, ETFs, stocks, bonds and, at times, private placements, with research that is primarily fundamental and supplemented by technical analysis. Bonwell provides both discretionary and non-discretionary management, conducts ongoing monitoring with formal reviews at least semi-annually, and generally recommends a single custodian for execution, custody and related research services.

Noteworthy aspects include a small advisory team managing roughly $105 million in client assets and a principal who is separately licensed to sell insurance and may receive commissions for those transactions, a disclosed conflict of interest. The firm also indicates occasional margin trading for select clients, the potential use of private placements, and a policy of not accepting proxy-voting authority — items prospective clients may wish to review in the brochure.