Wilson & Boucher Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wilson & Boucher Capital Management is a registered investment adviser that provides discretionary portfolio management and financial planning to individuals, trusts, and pension plans. As of December 31, 2025 the firm reported managing about $280.4 million for roughly 133 clients and typically charges percentage‑of‑assets fees while tailoring portfolios to clients’ risk tolerance, time horizon, liquidity needs, and objectives.
The firm constructs portfolios using a detailed client questionnaire and independent research, emphasizing asset allocation, stock selection, and laddered fixed‑income positions while generally avoiding active trading; it executes trades on a discretionary basis and may aggregate orders across client accounts. The brochure also discloses that the firm may provide exposure to digital assets, and it outlines the operational, custody, and volatility risks involved with direct or indirect cryptocurrency exposure.
Distinctive aspects include a compact two‑advisor team managing relatively large assets under management and a firm policy that it will not manage an account unless the client uses the recommended qualified custodian (Charles Schwab). The brochure further notes atypical non‑investment roles for a principal — including service as a reserve police officer and an active governance/financial role with a start‑up technology company — which the firm discloses as part of its business activities.
Client services
Expertise
Fee options
Financial planning flat fees generally range from $1,000 to $2,000
$0 - $500,000: 1.20% annually $500,001 - $1,000,000: 1.10% annually $1,000,001+: 1.00% annually
$200 per hour for financial planning
Account minimum: $250,000
Main office
See officeOrinda CA
Advisors at this office
1
Offices (2)
Most active in
California · Texas
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.
Advisors at this firm
Benjamin W
Series 65
Fairfax, CA
Wilson & Boucher Capital Management, LLC
Benjamin Wilson is a financial advisor at Wilson & Boucher Capital Management, LLC with 24 years of industry experience. He has been with the firm since 2005 and holds a Series 65 credential. Outside of his advisory role, he maintains a reserve law-enforcement position and serves as an officer for a small technology start-up. Wilson & Boucher Capital Management primarily serves individual clients, including high-net-worth individuals, as well as trusts and pension plans. The firm manages discretionary portfolios tailored to client-specific risk tolerances and investment objectives, with a focus on fixed-income risk management and documented exposure to digital assets.
James B
CFP®, Series 63
Orinda, CA
Wilson & Boucher Capital Management, LLC
James Boucher is a CFP® with 27 years of industry experience and a Series 63 license. He has been with Wilson & Boucher Capital Management, LLC since 2005. Outside of his advisory work, he serves as a reserve police officer with the Walnut Creek Police Department and holds officer and board positions, including CFO, at a technology start-up, Risoftdev, Inc. Wilson & Boucher Capital Management is a registered investment adviser serving primarily individual clients, including high-net-worth individuals, as well as trusts and pension plans. The firm manages approximately $264.4 million across about 135 client relationships, focusing on discretionary portfolio management and financial planning tailored to each client’s risk tolerance and investment objectives.
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