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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

BOLAN CAPITAL MANAGEMENT, LLC

CRD 151343

CINCINNATI, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0dce5ff4-7ead-2e09-35c2-02d094aefcbb

Data as of Mar 7, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 3
On other graphs: 0
Observed: Mar 16, 2018 to Mar 7, 2024
15 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $239MItem 5.F on the latest filing (2024-03-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $238M
Private client RAUM: $239MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,090
Individual clients: 70
High net worth clients: 70
Custody, client assets: $950,000
SEC number: 801-112851
CRD: 151343
Filings on the tape: 15
First filed: Mar 16, 2018
Latest filed: Mar 7, 2024
Organised: Limited Liability Company, Ohio

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOLAN, BRIAN, PATRICK	PRESIDENT AND SOLE MEMBER	E	yes	08/2009	Mar 16, 2018	Mar 7, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
SPRING HILL	Tn	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Mar 7, 2024	$239M	$238M	2	2	1	n/a	n/a
2022	Mar 6, 2023	$181M	$180M	3	2	1	n/a	n/a
2021	Mar 1, 2022	$203M	$203M	3	2	1	n/a	n/a
2020	Feb 8, 2021	$167M	$167M	2	2	1	n/a	n/a
2019	Feb 24, 2020	$135M	$135M	2	2	0	n/a	n/a
2018	Mar 25, 2019	$111M	$111M	2	2	0	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$239M	$181M	31.8%	$167M	12.6%	2	3	1	1

Relationships

Controls (1)

← BOLAN, BRIAN, PATRICKOwnerPRESIDENT AND SOLE MEMBER, ownership code E, individual
Mar 16, 2018 to presentfactForm ADV

Registered with (2)

← BRIAN PATRICK BOLANAdvisorregistration: previous registration
Oct 30, 2009 to Oct 4, 2024factForm ADV
← STEVEN MICHAEL MATHEWSAdvisorregistration: previous registration
Feb 25, 2019 to Oct 4, 2024factForm ADV

Dated events

Occurred
Oct 4, 2024
Advisor changed firm
Brian Patrick Bolan left Bolan Capital Management, Llc for Mai Capital Management, Llc (registered 2024-10-03)
Form ADVobserved 5 days ago
Occurred
Oct 4, 2024
Advisor changed firm
Steven Michael Mathews left Bolan Capital Management, Llc for Mai Capital Management, Llc (registered 2024-10-03)
Form ADVobserved 5 days ago
Occurred
Mar 16, 2018
First Form ADV filing
Faculty Investment Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0dce5ff4-7ead-2e09-35c2-02d094aefcbb
First observed: Mar 16, 2018
Last observed: Mar 7, 2024 30 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BOLAN CAPITAL MANAGEMENT, LLC

CRD 151343

CINCINNATI, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0dce5ff4-7ead-2e09-35c2-02d094aefcbb

Data as of Mar 7, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:23 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOLAN, BRIAN, PATRICK

PRESIDENT AND SOLE MEMBER

yes

08/2009

Mar 16, 2018

Mar 7, 2024

City

State

Country

Employees

Also broker-dealer

SPRING HILL

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 7, 2024

$239M

$238M

n/a

2022

Mar 6, 2023

$181M

$180M

n/a

2021

Mar 1, 2022

$203M

n/a

2020

Feb 8, 2021

$167M

n/a

2019

Feb 24, 2020

$135M

n/a

2018

Mar 25, 2019

$111M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$239M

$181M

31.8%

$167M

12.6%