Bonwell Capital Management, LLC
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About
Bonwell Capital Management serves individuals (including high-net-worth clients), as well as trusts, foundations, retirement plans and corporations, providing personalized financial planning, investment management and occasional consulting. The firm typically charges asset-based advisory fees and delivers portfolio management services for individual clients.
Portfolios are tailored to each client’s stated objectives through customized asset allocation using mutual funds, ETFs, stocks, bonds and, at times, private placements, with research that is primarily fundamental and supplemented by technical analysis. Bonwell provides both discretionary and non-discretionary management, conducts ongoing monitoring with formal reviews at least semi-annually, and generally recommends a single custodian for execution, custody and related research services.
Noteworthy aspects include a small advisory team managing roughly $105 million in client assets and a principal who is separately licensed to sell insurance and may receive commissions for those transactions, a disclosed conflict of interest. The firm also indicates occasional margin trading for select clients, the potential use of private placements, and a policy of not accepting proxy-voting authority — items prospective clients may wish to review in the brochure.
Client services
Expertise
Occupation focus
Fee options
Fixed fees between $250 and $50,000 for financial planning and consulting
$0 - $1,000,000: 1.00% maximum annually $1,000,001 - $5,000,000: 0.90% maximum annually $5,000,001 - $10,000,000: 0.75% maximum annually $10,000,001+: Negotiable to a minimum of 0.25% annually
$250 per hour
Account minimum: $500,000 Fee-only: Hourly fees $250/hour; Fixed fees between $250 and $50,000 for financial planning and consulting
Main office
5700 West Grace Street, Suite 107
Richmond VA 23226
Advisors at this office
2
Most active in
Florida · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
William B
CFP®, Series 63, Series 65
Richmond, VA
Bonwell Capital Management, LLC
William Bonwell is a CFP® with 30 years of industry experience and the principal of Bonwell Capital Management, LLC, where he has worked since 2006. He also operates as an independent insurance agent, providing life and health insurance services as part of his comprehensive financial planning. Bonwell Capital Management advises individuals, trusts, foundations, retirement plans, and corporations, offering personalized financial planning, investment management, and consulting. The firm develops client-specific asset allocation guidelines and manages portfolios using a range of securities, focusing on fundamental research and tax-efficient implementation.
Tina H
Series 66
Richmond, VA
Bonwell Capital Management, LLC
Tina Hall is a financial advisor with Bonwell Capital Management, LLC in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. She has been with Bonwell Capital Management since 2006. Bonwell Capital Management advises individuals, trusts, foundations, retirement plans, and corporations, providing personalized financial planning, investment management, and occasional consulting. The firm develops client-specific asset allocation guidelines and manages portfolios using a range of investment vehicles, focusing on fundamental research and continuous oversight.
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