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BOS ASSET MANAGEMENT, LLC
CRD 310632File 801-119836
APPROVED
Retail clients
Custody
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$933.2M
Above cohort median (national)
Discretionary AUM
$854.5M
Non-discretionary $78.7M
Clients
592
1,224 accounts
Employees
11
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 20, 2020
- Principal office
- 3400 WABASH AVENUE, SPRINGFIELD, IL, 62711
- Phone
- 833-943-8090
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $933.2M
- Discretionary AUM
- $854.5M
- Non-discretionary AUM
- $78.7M
- Discretionary accounts
- 1,007
- Non-discretionary accounts
- 217
- Total accounts
- 1,224
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 40 | $467.4M |
| Insurance companies | Fewer than 5 | $18.1M |
| Charitable organizations | 5 | $25.7M |
| High net worth individuals | 125 | $287.7M |
| Pension and profit sharing plans | 6 | $7.9M |
| State or municipal government entities | Fewer than 5 | $497K |
| Individuals (other than high net worth individuals) | 413 | $125.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — REFERRAL FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 |
|---|---|---|---|
| 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.