Trust us to steer you in the right direction.
As a registered investment advisor, Bolgiano Capital Management is a local fee-only firm that holds a legal fiduciary responsibility to our client’s. This means that BCM and it’s investment advisor representatives will always put the client’s interest ahead of their own, and will maintain strict policies and procedures to ensure that the fiduciary standard is upheld. As an independent company, we focus on delivering unbiased and objective investment advice. The principals of the company strive to conduct their personal lives with high moral and ethical standards, and have the same commitment for BCM. Clients should never have occasion to believe that any employee of BCM has ever dealt with them or their portfolio in a manner that does not promote integrity and transparency.
Mission
Our mission is to be a trusted advisor to our clients, and through that relationship, provide sound advice, and wealth management which will give our clients security in the knowledge that their retirement and investment plans are achieving their financial goals.
Richard Bolgiano
Richard’s passion for investing coupled with his desire to provide a beneficial service to his clients, have given him the impetus and direction as the founder of Bolgiano Capital Management. Furthermore, his business and personal backgrounds make him uniquely qualified to manage BCM.
Upon receiving his BBA in Finance and Real Estate from BaylorUniversity, Richard worked as an equity research analyst at Academy Capital Management in Waco, Texas. His responsibilities included active portfolio management, quantitative and fundamental research, daily trading, and served on the three-member investment committee. After working for Academy for two years, Richard had the opportunity to become the CFO of Agency Rating Systems, Inc., an insurance software provider. While at ARS, he was instrumental in moving the company’s product lines from DOS to Windows operating systems and helped grow annual revenues by 600%. He was with ARS for a total of 17 years, and served as president from 1995 to 2009.
Richard realized in 2009 that his heart was leading him toward a new business. It was then that he opened Bolgiano Tax and Business Services, a company which offers personal and corporate tax services as well as business consulting. Given that many of his tax clients also had questions about how and where their money was invested, Richard seized an opportunity to get back to his roots, and expanded his business by opening Bolgiano Capital Management. Richard utilizes the latest technology to obtain the most accurate data in order to make informed decisions concerning stock choices. His balanced portfolio approach provides a secure outline for steady growth.
Richard is marred to Melissa, and has two sons, Grant and Blake. His sons are both Midlothian Panthers, of which Richard is a proud supporter. Over the years, he has coached numerous youth baseball and football teams, and he is active in the First Baptist Church of Midlothian, where he teaches an adult bible study class. Richard is a member of the Midlothian Rotary Club and has served on the Ellis County Appraisal Review Board.
Upon receiving his BBA in Finance and Real Estate from BaylorUniversity, Richard worked as an equity research analyst at Academy Capital Management in Waco, Texas. His responsibilities included active portfolio management, quantitative and fundamental research, daily trading, and served on the three-member investment committee. After working for Academy for two years, Richard had the opportunity to become the CFO of Agency Rating Systems, Inc., an insurance software provider. While at ARS, he was instrumental in moving the company’s product lines from DOS to Windows operating systems and helped grow annual revenues by 600%. He was with ARS for a total of 17 years, and served as president from 1995 to 2009.
Richard realized in 2009 that his heart was leading him toward a new business. It was then that he opened Bolgiano Tax and Business Services, a company which offers personal and corporate tax services as well as business consulting. Given that many of his tax clients also had questions about how and where their money was invested, Richard seized an opportunity to get back to his roots, and expanded his business by opening Bolgiano Capital Management. Richard utilizes the latest technology to obtain the most accurate data in order to make informed decisions concerning stock choices. His balanced portfolio approach provides a secure outline for steady growth.
Richard is marred to Melissa, and has two sons, Grant and Blake. His sons are both Midlothian Panthers, of which Richard is a proud supporter. Over the years, he has coached numerous youth baseball and football teams, and he is active in the First Baptist Church of Midlothian, where he teaches an adult bible study class. Richard is a member of the Midlothian Rotary Club and has served on the Ellis County Appraisal Review Board.
Kyle Ballard
Kyle brings a diverse set of skills and experience to BCM including leadership roles in both community and corporate economic development and community banking. His passion for formulating mutually beneficial business relationships, community service and a desire to play an active role in the growth and prosperity of the community will help play a contributing role in the overall success of BCM.
The journey leading Kyle to BCM includes 4 ½ years with Citizens National Bank of Texas, where he served as a relationship banker, responsible for developing and maintaining relationships with commercial customers. Prior to that, he spent 5-years managing the economic development initiative for Frito-Lay, where he generated over $20 million of annual cash flow savings. Kyle also spent a cumulative of 5-years as executive director of the Hillsboro Chamber of Commerce and economic development coordinator for the City of Bryan.
A graduate of Baylor University (BBA) and Texas A&M University (MBA), Kyle splits loyalty between “whichever team is winning at the time”. The proud husband of his beautiful wife Casey, and father of Ada and Duncan, Kyle is active in the First Baptist Church of Midlothian, the Midlothian Rotary Club, and serves as a board or committee member for several community organizations.
The journey leading Kyle to BCM includes 4 ½ years with Citizens National Bank of Texas, where he served as a relationship banker, responsible for developing and maintaining relationships with commercial customers. Prior to that, he spent 5-years managing the economic development initiative for Frito-Lay, where he generated over $20 million of annual cash flow savings. Kyle also spent a cumulative of 5-years as executive director of the Hillsboro Chamber of Commerce and economic development coordinator for the City of Bryan.
A graduate of Baylor University (BBA) and Texas A&M University (MBA), Kyle splits loyalty between “whichever team is winning at the time”. The proud husband of his beautiful wife Casey, and father of Ada and Duncan, Kyle is active in the First Baptist Church of Midlothian, the Midlothian Rotary Club, and serves as a board or committee member for several community organizations.