Hedge Fund Database

WILSON & BOUCHER CAPITAL MANAGEMENT, LLC

Adviser information for WILSON & BOUCHER CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 452 $230.9M
Non-Discretionary 0 $0
Total 452 $230.9M

Clients

Type Number RAUM
Individuals 68 $26.4M
HNW Individuals 60 $194.1M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $10.3M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 11-25

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-100476
SEC ERA File Number 801-100476
SEC CIK Numbers 1903579
SEC CRD Numbers 134076
Legal Entity Identifier None

Principal Office

13 EL CAMINO MORAGA
ORINDA
CA
United States
BY APPOINTMENT, BY APPOINTMENT
Tel: (800) 381-8610, Fax: (925) 631-0473

Websites

www.wilsonboucher.com

Chief Compliance Officer

JAMES B. BOUCHER
MANAGING MEMBER
1480 MORAGA ROAD. #C351
MORAGA
CA
United States
Tel: (800) 381-8610
Fax: (925) 631-0473
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
BOUCHER, JAMES, BRIAN Individual – MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 01/2005 50-75%
WILSON, BENJAMIN, DUNCAN Individual – PORTFOLIO MANAGER 01/2005 < 5%
BEN WILSON INVESTMENTS, INC. Domestic Entity – MEMBER 10/2019 50-75%
WILSON, BENJAMIN, DUNCAN Individual BEN WILSON INVESTMENTS, INC. SHAREHOLDER 09/2019 > 75%

No. Employees, Historic

10502020202120222023202420252 on 1/29/20202 on 2/10/20202 on 6/30/20202 on 1/12/20212 on 1/14/20212 on 1/26/20212 on 2/2/20222 on 3/9/20232 on 2/28/20242 on 3/11/2024

RAUM, Historic

300M150M0202020212022202320242025161115762 on 1/29/2020161115762 on 2/10/2020161115762 on 6/30/2020182033947 on 1/12/2021182033947 on 1/14/2021182033947 on 1/26/2021205441952 on 2/2/2022190696797 on 3/9/2023230879648 on 2/28/2024230879648 on 3/11/2024

No. Clients, Historic

2001000202020212022202320242025131 on 1/29/2020131 on 2/10/2020131 on 6/30/2020129 on 1/12/2021129 on 1/14/2021129 on 1/26/2021129 on 2/2/2022128 on 3/9/2023128 on 2/28/2024128 on 3/11/2024

Holdings

From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
Vanguard Total Stock Mkt ETF Common 10M 37K –
Novo Nordisk A/S ADR Fmly Novo Common 8M 56K –
Apple Common 8M 37K –
Schwab US Broad Market ETF Common 6M 94K –
Vanguard Index Small Cap ETF Common 4M 20K –
Microsoft Common 4M 9K –
Vanguard Mid Cap Index ETF Common 4M 15K –
Vanguard FTSE All-World Ex-US Common 3M 58K –
Stryker Common 3M 9K –
Vanguard Index Growth ETF Common 3M 8K –
Vanguard Value ETF Common 2M 15K –
Vanguard Dividend Appreciation Common 2M 13K –
Oracle Common 2M 16K –
SPDR Utilities Select ETF Common 2M 31K –
Caterpillar Common 2M 6K –
Pepsico Common 2M 13K –
Procter & Gamble Common 2M 12K –
SPDR Health Care Select Sctr E Common 2M 14K –
Applied Materials Common 2M 8K –
Johnson & Johnson Common 2M 11K –
Schwab Charles Corp New Common 2M 21K –
SPDR Materials Common 2M 17K –
Illinois Tool Works Common 1M 6K –
Wal Mart Stores Common 1M 20K –
Unitedhealth Group Inc Com Common 1M 3K –
Nextera Energy Common 1M 19K –
Vanguard Emerging Markets ETF Common 1M 28K –
Amazon Com Inc Common 1M 6K –
SPDR Technology Sector ETF Common 1M 5K –
Honeywell International Common 1M 6K –
Abbott Laboratories Common 1M 12K –
Schwab International Equity ET Common 1M 31K –
Schwab US Small Cap ETF Common 1M 25K –
SPDR Energy Sector ETF Common 1M 12K –
Costco Wholesale Common 1M 1K –
Qualcomm Common 1M 5K –
AbbVie Inc Com Common 1M 6K –
Vaneck Vectors Fallen Common 1M 36K –
S & P Depository Receipts Common 1M 2K –
Lowe's Common 1M 5K –
Amgen Common 963K 3K –
Google Inc Class C Class C 906K 5K –
iShares Fallen Angels Common 849K 32K –
Vanguard Total World Common 814K 7K –
Cummins Inc Common 798K 3K –
Vanguard Information Technolog Common 793K 1K –
General Mills Common 785K 12K –
Invesco QQQ Trust Common 774K 2K –
Wells Fargo & Co Common 770K 13K –
Cisco Systems Common 761K 16K –
Union Pacific Corp Common 733K 3K –
Schwab US Mid-Cap ETF Common 726K 9K –
Travelers Co. Common 689K 3K –
iShares Dj US Home Const Common 672K 7K –
Starbucks Common 667K 9K –
Duke Energy Common 666K 7K –
Sysco Corporation Common 653K 9K –
United Parcel Service Common 652K 5K –
Vanguard Consumer Staples ETF Common 593K 3K –
Exxon Mobil Common 589K 5K –
Eli Lilly & Company Common 578K 639 –
iShares Exponential Technology Common 566K 10K –
Emerson Electric Common 553K 5K –
Chevron Corp Common 551K 4K –
Vanguard FTSE Developed Mkt ET Common 534K 11K –
Mckesson Hboc Inc Common 527K 903 –
CVS Caremark Corp Common 520K 9K –
Automatic Data Processing Common 510K 2K –
Schwab Emg Mkt Eq ETF Common 507K 19K –
Home Depot Common 501K 1K –
Berkshire Hathaway Inc Del Cl Class B 474K 1K –
JPMorgan & Co Common 473K 2K –
Goldman Sachs Group Common 462K 1K –
Sensory Science Common 462K 1K –
Eastman Chemical Common 451K 5K –
Cyber Security ETF Common 450K 7K –
Santa Cruz Cnty Bank Common 445K 13K –
International Business Machine Common 441K 3K –
Verizon Common 439K 11K –
Vanguard REIT ETF Common 402K 5K –
SPDR(r) Portfolio S&P 500 ETF Common 378K 6K –
SPDR High Yield Bond Common 372K 4K –
Vanguard Small Cap Value Common 351K 2K –
United Rentals Inc Common 350K 541 –
Salesforce Com Common 341K 1K –
Carrier Global Corp Common 333K 5K –
Facebook Inc Class A Common 333K 660 –
iShares S&P US Preferred Stock Common 325K 10K –
SPDR Total Stock Mrk Common 318K 5K –
iShares Broad High Yield Common 305K 8K –
Invesco Preferred ETF Common 291K 25K –
iShars Kld 400 Social Idx Common 291K 3K –
Schwab Int'l Small Cap Common 285K 8K –
Intel Common 278K 9K –
Vanguard Index Mid-Cap Growth Common 275K 1K –
Bank of New York Co Common 273K 5K –
SPDR Financial Select Sector E Common 267K 7K –
SPDR S&P Hi Yld Div Aristocrat Common 267K 2K –
Vanguard Health Care ETF Common 266K 1K –
iShares Emerging Markets ETF Common 256K 6K –
Wisdomtr Small Cap Earnings ET Common 255K 5K –
iShares Russell Micro-Cap ETF Common 242K 2K –
Robo Global Robotics Common 233K 4K –
Nvidia Corp Common 224K 2K –
Morningstar Wide Moat Common 217K 3K –
Nucor Corp Common 211K 1K –
Vanguard Energy ETF Common 210K 2K –
Vanguard Financials ETF Common 202K 2K –
Western Asset High Inc Common 145K 38K –