RIA Intel›Advisers›California›BOLLINGER CAPITAL MANAGEMENT, INC.

BOLLINGER CAPITAL MANAGEMENT, INC.

Advisory

REDONDO BEACH, CA

Data as of Aug 10, 2026 · Source: SEC Form ADV

Rank in CA

#3,714

of 5,480 advisers by AUM

Average account

$621K

across 63 accounts

AUM per adviser

$20M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 10, 2026.

Total AUM

$39M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$39M

Discretionary AUM$39M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients23

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndSeptember

Operates InCA

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

23 clients

18 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

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

AMS CAPITAL MANAGEMENT LLC

$39M

CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC

RANCHO SANTA FE, CA

$39M

JY CAPITAL MANAGEMENT INC.

$39M

MONARCH CAPITAL, INC.

BEVERLY HILLS, CA

$39M

WALES INVESTMENTS INC

$39M

FQN MANAGEMENT LLC

$39M

Get the full picture on BOLLINGER CAPITAL MANAGEMENT, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BOLLINGER CAPITAL MANAGEMENT, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans