Bolt Financial Group, Inc
CRD 291799SEC# 801-132004Worthington, OH
No longer SEC-registered. Bolt Financial Group, Inc appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$107.6M
Employees
5
Accounts
879
Location
Worthington, OH
Bolt Financial Group, Inc assets under management
Bolt Financial Group, Inc is a registered investment adviser overseen by the SEC based in Worthington, OH. It reports $107.6 million in regulatory assets under management and employs 5 people.
Bolt Financial Group, Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Shaun Thomas Carney Control | Chief Executive Officer & Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does Bolt Financial Group, Inc manage?
Bolt Financial Group, Inc reports $107.6 million in regulatory assets under management on its Form ADV.
How many employees does Bolt Financial Group, Inc have?
Bolt Financial Group, Inc reports 5 employees.
Where is Bolt Financial Group, Inc located?
Bolt Financial Group, Inc is based in Worthington, OH.
Does Bolt Financial Group, Inc disclose fund performance?
Bolt Financial Group, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5701 North High Street, Suite 100, Worthington, OH 43085 |
| Office hours | 9:00 a.m. To 4:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$107.6MNo change
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$107.6Mregulatory AUM
Discretionary $107.6M