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Benjamin Duncan Wilson

Wilson & Boucher Capital Management, LLC

Fairfax, CA

CRD 4551276

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Employer firm

Wilson & Boucher Capital Management, LLC CRD 134076

$280M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Wilson & Boucher Capital Management, Llc

Orinda, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-05
  • CA RA
    APPROVED
    Since 2026-01-05

Branch Locations

85 Bolinas Road Suite 16, Fairfax, CA 94930 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wilson & Boucher Capital Management, Llc Fairfax CA 01/2005 Present
Previous Registrations
  • 2001-05-14 → 2005-04-13
    Sdr Capital Management, Inc.
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-01-03
  • S65 Uniform Investment Adviser Law Examination
    2001-01-03

View on SEC IAPD

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