# Bonwell Capital Management, LLC

> Bonwell Capital Management, LLC is a state-registered investment advisory firm in Richmond, VA, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 139236
- Filed as: BONWELL CAPITAL MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Richmond, VA
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/139236
- AdvisorCensus page: https://advisorcensus.com/firm/bonwell-capital-management-llc-richmond-va-139236

## Quick answers

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

**Where is Bonwell Capital Management, LLC located?**
Bonwell Capital Management, LLC's principal office is in Richmond, VA, according to its Form ADV.

**Is Bonwell Capital Management, LLC registered with the SEC or a state?**
Bonwell Capital Management, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 139236.

**How much does Bonwell Capital Management, LLC manage?**
Bonwell Capital Management, LLC reports $104,975,846 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**What types of clients does Bonwell Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (37); high net worth individuals (20).

**Does Bonwell Capital Management, LLC 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/139236

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $104,975,846
- Discretionary: $104,975,846
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 37 | $37,791,305 |
| High net worth individuals | 20 | $67,184,541 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bonwell Capital Management, LLC (CRD 139236): Form ADV filing data as of October 2026.