# BOLTWOOD CAPITAL MANAGEMENT

BOLTWOOD CAPITAL MANAGEMENT of WALNUT CREEK, CA is an SEC-registered investment adviser.

## Registration

- CRD: 110293
- Type: SEC-registered investment adviser
- SEC file number: 801-27099
- Location: 2099 MT. DIABLO BLVD, SUITE 202, WALNUT CREEK, CA, 94596
- Phone: 415-433-1550
- Latest filing: 2026-04-29
- Regulatory AUM: $502.5M
- Discretionary AUM: $461.2M
- Non-discretionary AUM: $41.3M
- Clients: 2
- Accounts: 468

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| [Thomas Lyon Abbott](https://search.stillhousedata.com/person/698206) | CHAIRMAN | — |
| [Michael John Stock](https://search.stillhousedata.com/person/698207) | PRESIDENT, TREASURER & CCO | — |
| [Zachary R Wolf](https://search.stillhousedata.com/person/698208) | SECRETARY | — |
| [KNOWLES RICHARD LEE](https://search.stillhousedata.com/person/749210) | CHAIRMAN; CO-CHAIRMAN | — |
| [DIBBLEE THOMAS LORIMER](https://search.stillhousedata.com/person/765587) | PRESIDENT; PRINCIPAL | — |
| [ABBOTT THOMAS LYON](https://search.stillhousedata.com/person/765588) | CHAIRMAN; PRESIDENT & TREASURER; PRESIDENT, TREASURER & CHIEF COMPLIANCE OFFICER (+3 more) | — |
| [HARTELL MICHAEL J](https://search.stillhousedata.com/person/765589) | CHAIRMAN; CO-CHAIRMAN | — |
| [GAMBLE MARK D](https://search.stillhousedata.com/person/765590) | PRESIDENT; PRESIDENT & SECRETARY; SECRETARY | — |
| [STOCK MICHAEL JOHN](https://search.stillhousedata.com/person/813486) | PRESIDENT, TREASURER & CCO; SECRETARY; SECRETARY & CHIEF COMPLIANCE OFFICER | — |
| [Wolf Zachary R](https://search.stillhousedata.com/person/857953) | DIRECTOR; SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110293/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110293/similar
- Related entities: https://search.stillhousedata.com/firm/110293/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110293

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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.