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BOLAN CAPITAL MANAGEMENT, LLC

CINCINNATI, OH · CRD 151343 · IAPD ↗ · bolancapital.com · 513-624-7070

$238.7MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
November 2024 — BOLAN CAPITAL MANAGEMENT, LLC (CINCINNATI, OH) left the SEC roster (was $238.7M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
61
April 2024 — BOLAN CAPITAL MANAGEMENT, LLC reported RAUM up 32% ($181.1M -> $238.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.