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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 11 | increased by1 |
| Apr 1, 2026 | Clients | 10 | 9 | decreased by1 |
| Apr 1, 2026 | AUM | $138,533,476 | $249,134,519 | increased by$110,601,043 |
| Apr 1, 2026 | Accounts | 10 | 9 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 10 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 6 | 10 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $52,747,385 | $138,533,476 | increased by$85,786,091 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6 | 10 | increased by4 |
| Apr 1, 2022 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2022 | Clients | 4 | 6 | increased by2 |
| Apr 1, 2022 | AUM | $40,303,089 | $52,747,385 | increased by$12,444,296 |
| Apr 1, 2022 | Accounts | 4 | 6 | increased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BOLTON INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BOLTON INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.