# Bulwark Capital Corporation

> Bulwark Capital Corporation is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.

- CRD: 139266
- Filed as: BULWARK CAPITAL CORPORATION
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/139266
- AdvisorCensus page: https://advisorcensus.com/firm/bulwark-capital-corporation-139266

## Quick answers

**How is Bulwark Capital Corporation compensated?**
On its Form ADV (Item 5.E, October 2026), Bulwark Capital Corporation reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Bulwark Capital Corporation charge?**
Its Form ADV Part 2A brochure dated January 30, 2026 states: Flat fee: $500 to $25,000 a year (advisory consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Bulwark Capital Corporation registered with the SEC or a state?**
Bulwark Capital Corporation is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 139266.

**How much does Bulwark Capital Corporation manage?**
Bulwark Capital Corporation reports $147,764,856 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (100% discretionary).

**How have Bulwark Capital Corporation's assets and staff changed since 2025?**
In the Form ADV data for Bulwark Capital Corporation: Regulatory assets under management: $117,073,364 in the October 2025 data and $147,764,856 in the October 2026 data, up 26%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bulwark Capital Corporation serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (47); individuals (other than high net worth individuals) (23); charitable organizations (1).

**Which custodians does Bulwark Capital Corporation use?**
Bulwark Capital Corporation's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Bulwark Capital Corporation report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/139266

**What changed in Bulwark Capital Corporation's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $117,073,364 to $147,764,856 (+26%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated January 30, 2026)

- Flat fee: $500 to $25,000 a year (advisory consulting services)

> The annual fixed fee ranges from $500 to $25,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $147,764,856
- Discretionary: $147,764,856
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $6,723,475 |
| High net worth individuals | 47 | $138,285,361 |
| Charitable organizations | 1 | $2,756,020 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CO, FL, ME, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $117,073,364 | 2 | June 4, 2025 |
| October 2026 | $147,764,856 | 2 | February 9, 2026 |

Regulatory assets under management: $117,073,364 in the October 2025 data and $147,764,856 in the October 2026 data, up 26%.
Total employees: 2 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $117,073,364 to $147,764,856 (+26%).

### December 2025
- Registered or notice-filed in CO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bulwark Capital Corporation (CRD 139266): Form ADV filing data as of October 2026.