Bolgiano Capital Management

Bolgiano Capital Management (CRD# 148654) is a financial advisory firm headquartered in Midlothian, TX. They manage $4,653,412 in 68 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $68,433
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
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.

TX

Financial Advisors at Bolgiano Capital Management
Showing 1 - 2 of 2 top financial advisors.
1
Richard L. Bolgiano
CRD#: 5630348
200 S 14th Street, Suite 150, Midlothian, TX 76065
93
Wealthminder
score

Richard Bolgiano (CRD# 5630348) is an Investment Advisor Representative working at Bolgiano Capital Management in Midlothian, TX and has over 8 years of experience in the finance industry.

2
Kyle L. Ballard
CRD#: 6114699
200 S 14th Street, Suite 150, Midlothian, TX 76065
90
Wealthminder
score

Kyle Ballard (CRD# 6114699) is an Investment Advisor Representative working at Bolgiano Capital Management in Midlothian, TX and has over 4 years of experience in the finance industry.

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