BIG INVESTMENT SERVICES

Legal name: BOOTHE INVESTMENT GROUP, INC.

CRD 291437File 801-112462

APPROVED

Retail clients

Filing as of Feb 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$369.3M

Below cohort median (national)

Discretionary AUM

$366.2M

Non-discretionary $3.1M

Clients

589

1,466 accounts

Employees

Below 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: https://x.com/services_big

Assets & accounts

ADV Item 5F

Total regulatory AUM: $369.3M
Discretionary AUM: $366.2M
Non-discretionary AUM: $3.1M
Discretionary accounts: 1,441
Non-discretionary accounts: 25
Total accounts: 1,466
AUM per client: $627K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	4	$4.1M
High net worth individuals	86	$204.1M
Pension and profit sharing plans	16	$12.2M
Individuals (other than high net worth individuals)	483	$148.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

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 11

This 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.