WALNUT CREEK, CACRD 110293Latest ADV April 29, 2026
Boltwood Capital Management is an SEC registered investment adviser organized as a corporation with a primary office location in Walnut Creek, CA. Its latest Form ADV filing, dated April 29, 2026, reports $503M in regulatory assets under management, 2 employees, and 468 accounts.
Assets Under Management
$503M
Employees
2
Offices
--
Total Clients
230
Primary office
WALNUT CREEK, CA
2099 MT. DIABLO BLVD, SUITE 202, WALNUT CREEK, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.8% of total clients.
Top client categories% of clientsClients
1
Individuals
57.8%
133
2
HNWI
40.0%
92
3
Corporations
2.2%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$503Mas of April 29, 2026
Discretionary91.8%
$461M
92% of total RAUM91.8%
Non-discretionary8.2%
$41M
8% of total RAUM8.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$503M
Total Accounts468
10Y AUM Change+$320M (+175.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee115:1
10Y Employee Change-1 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.