Bonwell Capital Management, LLC

Bonwell Capital Management, LLC (CRD# 139236) is a financial advisory firm headquartered in Richmond, VA. They manage $89,050,346 in 228 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
5700 West Grace Street, Suite 107, Richmond, VA 23226
By the Numbers
  • Total Assets Under Management
    89
    MILLION
  • Total Number of Accounts
    228
    ACCOUNTS
  • Average Account Value
    $390,572
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX, VA

Financial Advisors at Bonwell Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
William Bonwell, financial advisor Richmond VA
William S. Bonwell
CRD#: 2477365
5700 West Grace Street, Suite 107, Richmond, VA 23226

William Bonwell (CRD# 2477365) is an Investment Advisor Representative working at Bonwell Capital Management, LLC in Richmond, VA and has over 30 years of experience in the finance industry.

2
Tina Hall, financial advisor Richmond VA
Tina B. Hall
CRD#: 4842399
5700 West Grace Street, Suite 107, Richmond, VA 23226

Tina Hall (CRD# 4842399) is an Investment Advisor Representative working at Bonwell Capital Management, LLC in Richmond, VA and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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