Benjamin Duncan Wilson
Investment adviser representative at Wilson & Boucher Capital Management, LLC
21 yearsExperience
1 stateRegistered in
$280.4MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Wilson & Boucher Capital Management, LLCJan 2005 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wilson & Boucher Capital Management, LLC
$280.4MAssets managed
133Clients
2Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4551276
- Firm CRD
- 134076