Boardwalk Capital Management, Inc.
Boardwalk Capital Management, Inc. (CRD# 150487) is a financial advisory firm headquartered in Atlanta, GA. They manage $15,000,000 in 55 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management15MILLION
Total Number of Accounts55ACCOUNTS
Average Account Value$272,727
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Brian Scott Sadler (CRD# 5146402) is the President and Chief Investment Officer of Boardwalk Capital Management, Inc., a Certified BCorporation based in Atlanta, GA. Sadler has nearly 30 years of experience in the investment management industry, including seven years as the lead manager of the Wachovia Emerging Markets Fund. Today, Boardwalk Capital Management is focused on providing competitive and impactful investment management services to high net worth investors across the nation.
Charles Smith (CRD# 5794746) is an Investment Advisor Representative working at Boardwalk Capital Management, Inc. in Atlanta, GA and has over 7 years of experience in the finance industry.