# Bollinger Capital Management, Inc.

> Bollinger Capital Management, Inc. is a state-registered investment advisory firm in Redondo Beach, CA, registered since 1988, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 10, 2026.

- CRD: 134458
- Filed as: BOLLINGER CAPITAL MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Redondo Beach, CA
- Filing period: October 2026
- Form ADV filing dated: August 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/134458
- AdvisorCensus page: https://advisorcensus.com/firm/bollinger-capital-management-inc-redondo-beach-ca-134458

## Quick answers

**How is Bollinger Capital Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Bollinger Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bollinger Capital Management, Inc. located?**
Bollinger Capital Management, Inc.'s principal office is in Redondo Beach, CA, according to its Form ADV.

**Is Bollinger Capital Management, Inc. registered with the SEC or a state?**
Bollinger Capital Management, Inc. is a state-registered investment advisory firm, registered since 1988. Status as filed: APPROVED. CRD 134458.

**How much does Bollinger Capital Management, Inc. manage?**
Bollinger Capital Management, Inc. reports $39,116,946 in regulatory assets under management in its Form ADV filing dated August 10, 2026 (100% discretionary).

**What types of clients does Bollinger Capital Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (18); individuals (other than high net worth individuals) (5).

**Does Bollinger Capital Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/134458

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $39,116,946
- Discretionary: $39,116,946
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $1,202,296 |
| High net worth individuals | 18 | $36,939,394 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $959,020 |
| Corporations or other businesses not listed above | Fewer than 5 | $16,236 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 1988 (37 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bollingercapital.com
- LinkedIn @Bollinger-capital-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bollinger Capital Management, Inc. (CRD 134458): Form ADV filing data as of October 2026.