William Bonwell
Bonwell Capital Management · Richmond, Virginia
William Bonwell is a fee-only financial advisor at Bonwell Capital Management in Richmond, Virginia, who holds the CFP credential. Bonwell Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Bonwell Capital Management |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $105.0M across 219 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX, VA · CRD 2477365 |
| Exams passed | Series 63 (1994) · Series 65 (1995) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
How William's firm compares
- Bonwell Capital Management's average account is about $479,000, from its Form ADV (assets managed divided by 219 accounts).
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Questions about William
Is William Bonwell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Bonwell Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Bonwell Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Bonwell based?
William Bonwell is based in Richmond, Virginia.
What credentials does William Bonwell hold?
William Bonwell holds the CFP credential.
Is William Bonwell registered with the SEC?
Yes. William Bonwell is registered as an investment adviser representative in FL, TX and VA (CRD 2477365), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Bonwell Capital Management manage?
Bonwell Capital Management reports $105.0M across 219 accounts in assets under management.
How do I contact William Bonwell?
Contact details aren't on file yet. Search for Bonwell Capital Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- 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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