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BOLTON GLOBAL ASSET MANAGEMENT
Legal name: BOLTON SECURITIES CORP
CRD 129376File 801-66962
APPROVED
Retail clients
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$8.28B
Top 10% of cohort (national)
Discretionary AUM
$4.82B
Non-discretionary $3.46B
Clients
7,365
7,320 accounts
Employees
158
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Aug 9, 2006
- Principal office
- 579 MAIN STREET, BOLTON, MA, 01740
- Phone
- 978.779.5361
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.28B
- Discretionary AUM
- $4.82B
- Non-discretionary AUM
- $3.46B
- Discretionary accounts
- 4,484
- Non-discretionary accounts
- 2,836
- Total accounts
- 7,320
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1,690 | $3.76B |
| Charitable organizations | 28 | $110.6M |
| High net worth individuals | 1,698 | $2.64B |
| Banking or thrift institutions | Fewer than 5 | $6.7M |
| Pension and profit sharing plans | 79 | $157.3M |
| Individuals (other than high net worth individuals) | 3,868 | $1.60B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
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 11- Q11
- Q11A2
- Q11C2
- Q11C4
- Q11C5
- Q11D1
- Q11D2
- Q11D4
- Q11D5
- Q11E2
- Q11E4
- Q11H1A
- Q11H1B
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.