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BOLGIANO CAPITAL MANAGEMENT
BOLGIANO FINANCIAL LLC
CRD 148654
525 E MAIN STREET, MIDLOTHIAN, TX, 76065, United States
Phone
972-723-5200
Fax
214-817-8586
Registration
— (—)
Source
State registered
Total AUM
$34.9M
Discretionary AUM
$34.8M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $24.3M |
| High net worth individuals | 8 | $10.2M |
| Pension/profit sharing plans | 1 | $134K |
| Corporations/business entities | 9 | $222K |
All web addresses on file
Official SEC filing: View on IAPD