Bonwell Capital Management, LLC (Richmond)


Bonwell Capital Management, LLC is an adviser based in Richmond. It manages $63.49 million of regulatory assets for 341 client accounts. It has been registered with the SEC as an adviser since 2008.

Bonwell Capital Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bonwell Capital Management: assets under management

The assets under management (AUM) of Bonwell Capital Management, LLC is $63.49 million. The firm's AUM has grown by 106% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $59.8 million in discretionary accounts and $3.69 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $232.7 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $43.91 thousand.
Bonwell Capital Management has custody of $59.8 million in cash and securities for 257 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bonwell Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Richmond

The principal office where Bonwell Capital Management, LLC performs its advisory services is located at 5700 West Grace Street, Richmond, VA 23226, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 804-285-1546 or by fax 804-285-1547. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.

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