BOARDWALK CAPITAL MANAGEMENT, INC.

BOARDWALK CAPITAL MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 150487). Regulatory assets under management: $56.6M.

Registration

• CRD: 150487
• Type: Registered investment adviser
• Phone: 404-343-2026
• Latest filing: 2025-12-15
• Regulatory AUM: $56.6M
• Discretionary AUM: $54.3M
• Non-discretionary AUM: $2.3M
• Clients: 2
• Accounts: 89

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150487 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search