Steven
Mathews
Bolan Capital Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Steven Mathews is a certified financial planner based in Cincinnati, Ohio, who has 4 years of relevant experience. Mathews is an advisor for Bolan Capital Management, LLC. During their career, Mathews has held roles at Td Ameritrade, Fifth Third Securities, Augusta Capital Management, LLC, Fidelity Brokerage Services LLC and Bolan Capital Management, LLC. Mathews has Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to advise clients in Ohio, Tennessee and Texas. Bolan Capital Management, LLC is a financial advisory firm operating out of Cincinnati, OH. It has just three employees. It manages $181 million in assets under management among its 940 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 940 customer accounts, 49% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm offers portfolio management for individuals and small businesses. A financial advisor's fee schedules are based on the financial services. Fees charged by Bolan Capital Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Bolan Capital Management, LLC Brokerage Details
$181,132,790
3
940
$192,694
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Steven Mathews Work History
Steven has been registered as a financial advisor for 4 years.*
Bolan Capital Management, LLC
Augusta Capital Management, LLC
Fidelity Brokerage Services LLC
Fifth Third Securities
Td Ameritrade
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Mathews to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bolan Capital Management, LLC
Cincinnati, OH
Cincinnati, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
