William Shawn Bonwell

Employer firm

Bonwell Capital Management, LLC CRD 139236

$105M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2006 → Present
  Bonwell Capital Management
  Richmond, VA

Previous Registrations

• 2006-01-05 → 2006-01-18
  Synergy Investment Group, Llc
  Richmond, VA
  Richmond, VA
  Charlotte, NC
• 1995-05-10 → 2006-01-06
  Ameriprise Financial Services, Llc
  Glen Allen, VA

Other Businesses

William S. Bonwell, independent insurance agent. Business is non-investment related. Address: 5700 West Grace St., Suite 107, Richmond, VA 23226 Nature: Selling Life and Health Insurance Position: Agent Relationship to other business: Part of Comprehensive Financial Planning Start Date: 01/2006 Hours devoted to other business: 3 per month Hours devoted during securities trading time: .1 Duties: Service existing insurance policies for clients and recommending new policies for new clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-04-20
• S63 Uniform Securities Agent State Law Examination
  1994-04-26

Designations

• Certified Financial Planner