A complete list of active advisors currently associated with Boddington Capital, LLC

Warmer can help you find a great advisor at Boddington Capital, LLC or one who fits your needs even better.

Boddington Capital, LLC provides discretionary wealth management, portfolio management, financial planning, and consulting for individuals, families and business owners. As of December 31, 2025 the firm reported $27.3 million in discretionary assets under management across 18 client relationships and a single listed advisor; like many peers it charges advisory fees based on assets under management. The firm combines quantitative and qualitative analysis with elements of modern portfolio theory and technical charting to construct portfolios using a broad set of instruments, including equities, fixed income, mutual funds, ETFs, REITs, options and, when appropriate, margin. Portfolios are managed on a discretionary basis, tailored to client goals with clients able to impose written investment restrictions, and accounts are typically reviewed on a quarterly basis. Notable features include a small client base and a client composition that the firm does not report as including either non‑high‑net‑worth or high‑net‑worth individual segments, instead encompassing entities such as trusts, estates, charitable organizations and business entities listed in its client types. The firm was formed recently, its principal has prior experience as a senior portfolio manager and business consultant and discloses an outside business activity as a self‑employed artist; it typically recommends Charles Schwab as custodian and does not vote client proxies, leaving proxy voting to clients.

To learn more about the advisors currently working at Boddington Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.