← Directory
BOUNTIFUL INVESTMENT MANAGEMENT LLC
CRD 281437File 801-129843
APPROVED
Retail clients
Disclosure events
Filing as of Mar 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$160.5M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $160.5M
Clients
560
1,080 accounts
Employees
3
Bottom 25% of cohort in RI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 5, 2024
- Principal office
- 225 NEWMAN AVE, SUITE 300, RUMFORD, RI, 02916
- Phone
- 401-305-2626
- Website
- https://bountifulim.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $160.5M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $160.5M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 1,080
- Total accounts
- 1,080
- AUM per client
- $287K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 9 | $27.9M |
| Individuals (other than high net worth individuals) | 551 | $132.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- 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- Q11D1
- Q11D2
- Q11D4
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.