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About The Company

Atlanta-based Boardwalk Capital Management is an independent Registered Investment Advisor specializing in Sustainable and Responsible Investing. Our principals have decades of combined financial experience, providing counsel to individuals and institutions all over the country. We offer both proprietary investment solutions, and premier third-party managed strategies, in order to meet the unique needs of each client.

Certain principles transcend investment styles.  We firmly believe in the value of asset diversification, tax efficient management and full transparency.

"Triple bottom line" is part of our operating philosophy.  We are a Certified B Corp, which means we to do business differently.  Environmental stewardship and social impact are embedded in our corporate identity, right next to profitability.  

Want to see how we’re doing?  Click HERE to view our B Impact Report at


For safekeeping of client assets, all securities are held by an independent third-party custodian, segregated from those of other clients or of the firm.  Our custody relationships include: 


  • Charles Schwab & Co. is the largest custodian of assets for independent investment advisory firms with more than $3.5 trillion of assets held under their administration.


  • Pershing is a subsidiary of Bank of New York Mellon, is one of the world's largest and most respected custodial banks.  Reporting is handled by Shareholders Service Group.


  • Inspira Financial (formerly Millennium Trust Company) provides a wide array of health, wealth, retirement, and benefits solutions, including asset custody, to individuals and corporations.

Click here to get more information on Boardwalk Capital Management.