Bolan Capital Management, LLC (Cincinnati)

Name: Bolan Capital Management, LLC
Address: 1095 Nimitzview Dr, Cincinnati, OH, 45230 4331
Telephone: 513-624-7070

Bolan Capital Management, LLC is a large advisory firm based in Cincinnati. It manages $110.6 million of regulatory assets for 425 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Colorado, Kentucky, New Hampshire, Ohio, and Texas.

Bolan Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as licensed to sell life, health insurance.

Bolan Capital Management: assets under management

The assets under management (AUM) of Bolan Capital Management, LLC is $110.6 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1% since the beginning of its operation, and $20 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $110.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $260.24 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 73% of the total AUM. The second-largest asset type is exchange traded securities, which make up 18% of the firm’s portfolio. Investments in cash and cash equivalents form 6% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bolan Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Brian Patrick Bolan serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Brian Patrick Bolan is high net worth individuals with 31 clients and $76.8 million of assets under management. Among the 11 most similar advisory firms, Bolan Capital Management has the 5th lowest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $110.6 million for 84 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Bolan Capital Management doesn't advise any private funds.

Careers at Bolan Capital Management, LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brian Patrick Bolan	President	1 Aug 2009	75% - 100%	2836194
Brian Patrick Bolan	Chief compliance officer	1 Sep 2009	75% - 100%	2836194

Based in Cincinnati

The principal office where Bolan Capital Management, LLC performs its advisory services is located at 1095 Nimitzview Dr, Cincinnati, OH 45230 4331, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 513-624-7070 or by fax 866-306-3101. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at bolancapital.com.