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Bolton Capital Planning LLC (Memphis)


Bolton Capital Planning LLC is a large advisory firm based in Memphis. It manages $163.38 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Tennessee, and Texas.

Bolton Capital Planning provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bolton Capital Planning: assets under management

The assets under management (AUM) of Bolton Capital Planning LLC is $163.38 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -66% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $163.38 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $54.46 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bolton Capital Planning LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Memphis

The principal office where Bolton Capital Planning LLC performs its advisory services is located at 775 Ridge Lake Blvd, Memphis, TN 38120, which is also the mailing address of the firm. An additional office of the firm is in Dallas, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 901.766-4450 or by fax 901-766-4541. The normal business hours are 8:00 am-5:00 pm on Monday - Friday.


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