RIA Intel›Advisers›Georgia›BOARDWALK CAPITAL MANAGEMENT, INC.

BOARDWALK CAPITAL MANAGEMENT, INC.

Advisory

GA

Data as of Dec 15, 2025 · Source: SEC Form ADV

Rank in GA

#577

of 607 advisers by AUM

Average account

$636K

across 89 accounts

AUM per adviser

$57M

1 advisers

Source: SEC Form ADV. Figures as filed Dec 15, 2025.

Total AUM

$57M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$57M

Discretionary AUM$54M

Non-Discretionary AUM$2M

Discretionary %95.9%

Total Clients56

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

56 clients

45 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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