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).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $272,727
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Boardwalk Capital Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
B Scott Sadler
CRD#: 5146402
Atlanta, GA 30306
103
Wealthminder
score

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.

2
Charles A. Smith
CRD#: 5794746
Atlanta, GA
93
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.