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BONWELL CAPITAL MANAGEMENT, LLC
CRD 139236 · SEC 801-68776
5700 WEST GRACE STREET, SUITE 107, RICHMOND, VA, 23226, United States
Phone
804-285-1546
Fax
804-285-1547
Registration
— (—)
Source
State registered
Total AUM
$105.0M
Discretionary AUM
$105.0M
Team
2 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $37.8M |
| High net worth individuals | 20 | $67.2M |
Official SEC filing: View on IAPD