# Wilson & Boucher Capital Management, LLC

> Wilson & Boucher Capital Management, LLC is an SEC-registered investment advisory firm in Moraga, CA, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 19, 2026.

- CRD: 134076
- Filed as: WILSON & BOUCHER CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Moraga, CA
- Filing period: October 2026
- Form ADV filing dated: June 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/134076
- AdvisorCensus page: https://advisorcensus.com/firm/wilson-and-boucher-capital-management-llc-moraga-ca-134076

## Quick answers

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

**How much does Wilson & Boucher Capital Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 2, 2026 states: Hourly rate: $200 an hour (financial planning services); Flat fee: $1,000 to $2,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Wilson & Boucher Capital Management, LLC located?**
Wilson & Boucher Capital Management, LLC's principal office is in Moraga, CA, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Wilson & Boucher Capital Management, LLC registered with the SEC or a state?**
Wilson & Boucher Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 134076.

**How much does Wilson & Boucher Capital Management, LLC manage?**
Wilson & Boucher Capital Management, LLC reports $280,368,909 in regulatory assets under management in its Form ADV filing dated June 19, 2026 (100% discretionary).

**How have Wilson & Boucher Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Wilson & Boucher Capital Management, LLC: Regulatory assets under management: $182,033,947 in the October 2021 data and $280,368,909 in the October 2026 data, up 54%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wilson & Boucher Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (67); high net worth individuals (66).

**Which custodians does Wilson & Boucher Capital Management, LLC use?**
Wilson & Boucher Capital Management, LLC'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 Wilson & Boucher 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 SEC record: https://adviserinfo.sec.gov/firm/summary/134076

**Does Wilson & Boucher Capital Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 2, 2026 says: "Generally, we require that you maintain $250,000 under management with us. However, we may waive that minimum at our sole discretion."

## 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 March 2, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> Generally, we require that you maintain $250,000 under management with us. However, we may waive that minimum at our sole discretion.

- Hourly rate: $200 an hour (financial planning services)

> Financial planning services are provided for an hourly fee of $200.

- Flat fee: $1,000 to $2,000 (financial planning services)

> Generally the flat fee will range from $1,000 - $2,000.

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: $280,368,909
- Discretionary: $280,368,909
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 67 | $27,152,867 |
| High net worth individuals | 66 | $237,542,683 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $14,005,195 |
| Charitable organizations | Fewer than 5 | $1,668,164 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Fairfax, CA

### Websites listed on Form ADV (Item 1.I)
- wilsonboucher.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $182,033,947 | 2 | January 26, 2021 |
| October 2022 | $205,441,952 | 2 | February 2, 2022 |
| October 2023 | $190,696,797 | 2 | March 9, 2023 |
| October 2024 | $230,879,648 | 2 | March 11, 2024 |
| October 2025 | $264,410,900 | 2 | March 18, 2025 |
| October 2026 | $280,368,909 | 2 | June 19, 2026 |

Regulatory assets under management: $182,033,947 in the October 2021 data and $280,368,909 in the October 2026 data, up 54%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wilson & Boucher Capital Management, LLC (CRD 134076): Form ADV filing data as of October 2026.