# BOLTON ASSET MANAGEMENT LLC

BOLTON ASSET MANAGEMENT LLC of MEMPHIS, TN is an SEC-registered investment adviser.

## Registration

- CRD: 109090
- Type: SEC-registered investment adviser
- SEC file number: 801-57731
- Location: 775 RIDGE LAKE BLVD, SUITE 100, MEMPHIS, TN, 38120
- Phone: 901-766-4450
- Latest filing: 2003-07-21
- Regulatory AUM: $164.9M
- Discretionary AUM: $164.9M
- Clients: 6
- Accounts: 5

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| [NELSON STEPHEN WELLS](https://search.stillhousedata.com/person/734562) | CHIEF FINANCIAL OFFICER | — |
| [FIRTIK GREGORY CHARLES](https://search.stillhousedata.com/person/734563) | CHIEF OPERATIONS OFFICER | — |
| [BOLTON CHARLES EARL](https://search.stillhousedata.com/person/734564) | CHIEF MANAGER; GENERAL PARTNER; GENERAL PARTNER AND LIMITED PARTNER | — |
| [FALLS ELLEN LOFLIN](https://search.stillhousedata.com/person/760369) | CONTROLLER | — |
| [BOLTON MICHELLE](https://search.stillhousedata.com/person/784480) | SECRETARY | — |
| [BENNETT RANDALL LANE](https://search.stillhousedata.com/person/784481) | ADVISOR RELATIONS | — |
| [APPERSON JOHN](https://search.stillhousedata.com/person/784482) | CO-PORTFOLIO/RISK MANAGER; PORTFOLIO MANAGER | — |
| [CORTESE JOHN ANTHONY](https://search.stillhousedata.com/person/784483) | RISK MANAGER | — |
| [QUINN THERESA WITTJEN](https://search.stillhousedata.com/person/784484) | COMPLIANCE OFFICER; COMPLIANCE OFFICER AND SECRETARY | — |
| [WILKIE RICHARD S](https://search.stillhousedata.com/person/789069) | CO-PORTFOLIO/RISK MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109090/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109090/similar
- Related entities: https://search.stillhousedata.com/firm/109090/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109090

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.