Zoe Bollinger
Bollinger Capital Management · Redondo Beach, California
Zoe Bollinger is a fee-only financial advisor at Bollinger Capital Management in Redondo Beach, California, who holds the CFP credential. Bollinger Capital Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Bollinger Capital Management |
|---|---|
| Based in | Redondo Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $39.1M across 63 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7062043 |
| Exams passed | Series 65 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.bollingercapital.com |
| Profile |
How Zoe's firm compares
- Bollinger Capital Management's average account is about $621,000, from its Form ADV (assets managed divided by 63 accounts).
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Questions about Zoe
Is Zoe Bollinger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zoe holds no broker registration, and Bollinger Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Zoe charge for financial advice?
Zoe's firm, Bollinger Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Zoe Bollinger based?
Zoe Bollinger is based in Redondo Beach, California.
What credentials does Zoe Bollinger hold?
Zoe Bollinger holds the CFP credential.
Is Zoe Bollinger registered with the SEC?
Yes. Zoe Bollinger is registered as an investment adviser representative in CA (CRD 7062043), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bollinger Capital Management manage?
Bollinger Capital Management reports $39.1M across 63 accounts in assets under management.
How do I contact Zoe Bollinger?
Through Zoe's website, www.bollingercapital.com.
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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