Orinda, CA Office

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.