Richard Bolgiano
Bolgiano Capital Management · Midlothian, Texas
Richard Bolgiano is a fee-only financial advisor at Bolgiano Capital Management in Midlothian, Texas. Richard charges a percentage of assets and hourly fees and focuses on retirement planning.
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Specialties
Facts
| Firm | Bolgiano Capital Management |
|---|---|
| Based in | Midlothian, Texas |
| Fee model | Percentage of assets · Hourly |
| Assets under management | $34.9M across 208 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5630348 |
| Exams passed | Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.bolgianocapital.com |
How Richard's firm compares
- Bolgiano Capital Management's average account is about $168,000, from its Form ADV (assets managed divided by 208 accounts).
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Questions about Richard
Is Richard Bolgiano a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Bolgiano Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard charges a percentage of assets and hourly fees.
Where is Richard Bolgiano based?
Richard Bolgiano is based in Midlothian, Texas.
What does Richard specialize in?
Richard's specialties include retirement planning.
Is Richard Bolgiano registered with the SEC?
Yes. Richard Bolgiano is registered as an investment adviser representative in TX (CRD 5630348), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bolgiano Capital Management manage?
Bolgiano Capital Management reports $34.9M across 208 accounts in assets under management.
How do I contact Richard Bolgiano?
Through Richard's website, www.bolgianocapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
Other advisors in Texas who focus on retirement planning
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Bolgiano Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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