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BOLTON INVESTMENT
Legal name: BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC.
CRD 104684File 801-46685
APPROVED
Filing as of Mar 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$249.1M
Below cohort median (national)
Discretionary AUM
$249.1M
Clients
9
9 accounts
Employees
11
Below cohort median in MD
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jul 6, 1994
- Principal office
- 1 W. PENNSYLVANIA AVE., SUITE 600, TOWSON, MD, 21204
- Phone
- 410 547-0500
- Website
- https://boltonusa.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $249.1M
- Discretionary AUM
- $249.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 9
- Non-discretionary accounts
- 0
- Total accounts
- 9
- AUM per client
- $27.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $2.1M |
| Pension and profit sharing plans | 8 | $247.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.