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Portfolio Manager · Wilson & Boucher Capital Management, LLC

Benjamin D. Wilson

CRD 4551276 · Named on Form ADV at one SEC-registered adviser

At a glance

Wilson & Boucher Capital Management, LLC, an SEC-registered wealth manager with $280 million in regulatory assets, lists Benjamin D. Wilson on its Form ADV as Portfolio Manager, a control person.

Firms and roles

AtlasMembers

Benjamin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • James B. BoucherManaging Member/chief Compliance Officer, Wilson & Boucher Capital Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Benjamin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.