Bolan Capital Management, LLC

Bolan Capital Management, LLC is a financial advisory firm established in Ohio in 2009 by Brian Patrick Bolan. The firm offers investment advice on various products, including equities, debt, and investment company securities. Bolan Capital Management may allocate client assets on a discretionary basis among different investment options based on client objectives and risk tolerance. The firm operates as a fiduciary, obligated to act in the best interests of clients, meeting professional standards of care and avoiding conflicts of interest. As of December 31, 2023, the firm managed approximately $238.7 million in assets, with both discretionary and non-discretionary management options available. Fees for investment advisory services are charged annually based on a percentage of the client's assets under management. The fee structure is tiered, with a minimum annual fee of $1,500 for accounts with less than $150,000 in assets. Bolan Capital Management does not charge performance-based fees. The firm conducts fundamental and technical analyses to evaluate investment opportunities and offers advice on various investment products, including equities and debt securities. Clients receive quarterly reports and ongoing account reviews. The firm does not receive economic benefits from sources other than its clients, except for research services. Clients' assets are held with qualified custodians, and BCM has discretionary authority to manage client accounts and make investment decisions on their behalf. The firm does not vote proxies on behalf of clients.