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BIG INVESTMENT SERVICES
Legal name: BOOTHE INVESTMENT GROUP, INC.
CRD 291437File 801-112462
APPROVED
Retail clients
Filing as of Aug 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$425.4M
Below cohort median (national)
Discretionary AUM
$425.4M
Clients
622
1,612 accounts
Employees
9
Above cohort median in DE
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 16, 2018
- Principal office
- 450 KINGS HWY N.E., DOVER, DE, 19901
- Phone
- 302-734-7526
- Website
- HTTP://ABIGPLAN.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $425.4M
- Discretionary AUM
- $425.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,612
- Non-discretionary accounts
- 0
- Total accounts
- 1,612
- AUM per client
- $684K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $9.9M |
| High net worth individuals | 110 | $258.8M |
| Individuals (other than high net worth individuals) | 507 | $156.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 23, 2026 | Employees | 8 | 9 | increased by1 |
| Aug 23, 2026 | Clients | 589 | 622 | increased by33 |
| Aug 23, 2026 | AUM | $369,314,218 | $425,429,054 | increased by$56,114,836 |
| Aug 23, 2026 | Accounts | 1,466 | 1,612 | increased by146 |
| Mar 1, 2026 | Employees | 9 | 8 | decreased by1 |
| Mar 1, 2026 | Clients | 671 | 589 | decreased by82 |
| Mar 1, 2026 | AUM | $282,971,681 | $369,314,218 | increased by$86,342,537 |
| Mar 1, 2026 | Accounts | 1,330 | 1,466 | increased by136 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 5 | 9 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 616 | 671 | increased by55 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $226,976,000 | $282,971,681 | increased by$55,995,681 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,136 | 1,330 | increased by194 |
| Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2022 | Clients | 544 | 616 | increased by72 |
| Apr 1, 2022 | AUM | $191,990,000 | $226,976,000 | increased by$34,986,000 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BIG INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BIG 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.