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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.
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. As a California-state registrant, Wilson & Boucher likely manages assets on a discretionary basis through separately managed accounts rather than pooled fund vehicles, though specific portfolio allocation data has not been publicly disclosed. 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. The firm's California state registration, rather than SEC registration, signals a client base and asset base that has remained below the federal threshold since inception, a durable characteristic of truly local advisory practices.
General information
Firm type
Bank / Wealth / Trust
Year founded
2005
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Moraga
Corporate office
Moraga, CA, United States
Sector focus
Frequently asked questions
Is Wilson & Boucher registered with the SEC or at the state level?
Wilson & Boucher is registered as an investment advisor with the state of California, not with the Securities and Exchange Commission. State registration typically indicates that the firm manages below the $100 million regulatory assets under management threshold that triggers mandatory SEC registration. This regulatory status has been consistent since the firm's founding, per public records.
Who are the principals behind Wilson & Boucher Capital Management?
The named principals of Wilson & Boucher Capital Management have not been publicly identified through regulatory filings or the firm's own website. The firm's California state registration and limited public footprint make it difficult to attribute ownership or investment decision-making to specific individuals. Inquiries to the firm's Moraga office may yield disclosure documents that identify control persons.
Does Wilson & Boucher manage institutional capital or serve family offices?
Wilson & Boucher's regulatory filings and public-facing materials identify individuals, high-net-worth individuals, and trusts as its client base. There is no public evidence of institutional separate accounts, pooled fund vehicles, or multi-family-office service lines. The firm appears to operate as a traditional local wealth management practice rather than an institutional allocator.
What investment strategies does Wilson & Boucher employ?
Public filings indicate the firm provides portfolio management and financial planning services, but specific asset allocation models, manager selection methodology, or strategy documentation have not been published. Without publicly available strategy materials or ADV Part 2A brochures online, the firm's specific investment approach cannot be independently characterized beyond its generalist wealth-management framing.
Where in California does Wilson & Boucher operate?
The firm is headquartered in Moraga, California, a residential community in Contra Costa County within the East Bay region of the San Francisco Bay Area. Its client base likely draws from the Lamorinda area — Lafayette, Moraga, and Orinda — as well as broader Contra Costa County. No additional offices have been identified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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