Wilson & Boucher Capital Management

Wilson & Boucher Capital Management

Wilson & Boucher Capital Management was founded in 2005 and is based in Moraga, California, a suburban community in Contra Costa County east of San Francisco. The firm provides investment advisory services, including portfolio management and financial planning, to individuals, high-net-worth individuals, and trusts. Its ADV filings with the Securities and Exchange Commission confirm the firm's registration as a state-registered investment advisor in California, a regulatory posture typical of boutique wealth managers that operate below the $100 million regulatory AUM threshold for SEC registration. The firm's stated service model centers on individualized portfolio construction and ongoing management, a structure common among independent RIAs serving local client bases. The advisory footprint appears concentrated in the San Francisco Bay Area, particularly the East Bay corridor that includes Moraga, Lafayette, and Orinda. Team composition and total assets under management remain undisclosed in public regulatory filings, consistent with a firm operating below mandatory public reporting thresholds. The firm maintains no known adjacent vehicles, philanthropic foundations, or institutional co-investment platforms. Its website at wilsonboucher.com functions as a minimal digital presence without publicly accessible strategy documentation or team biographies. Wilson & Boucher's structural posture reflects that of a traditional independent RIA rather than a multi-family office, venture platform, or alternatives allocator.