Bolton Partners Investment Consulting Group, Inc.
● SEC registered since 1994CRD 104684SEC# 801-46685Towson, MD
Reg. AUM
$249.1M
Employees
11
Accounts
9
Location
Towson, MD
Bolton Partners Investment Consulting Group, Inc. assets under management
Bolton Partners Investment Consulting Group, Inc. is an SEC-registered investment adviser based in Towson, MD. The firm has been registered since 1994. It reports $249.1 million in regulatory assets under management and employs 11 people.
Bolton Partners Investment Consulting Group, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bod Group, Inc. Control | Parent Company | Over 75% | 2003 |
| Christopher Graham Bolton | Chief Compliance Officer | Under 5% | 2019 |
| Robert Graham Bolton Control | Owner | Over 75% | 2009 |
Frequently asked questions
How much does Bolton Partners Investment Consulting Group, Inc. manage?
Bolton Partners Investment Consulting Group, Inc. reports $249.1 million in regulatory assets under management on its Form ADV.
How many employees does Bolton Partners Investment Consulting Group, Inc. have?
Bolton Partners Investment Consulting Group, Inc. reports 11 employees.
Where is Bolton Partners Investment Consulting Group, Inc. located?
Bolton Partners Investment Consulting Group, Inc. is based in Towson, MD and has been SEC-registered since 1994.
Does Bolton Partners Investment Consulting Group, Inc. disclose fund performance?
Bolton Partners Investment Consulting Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 W. Pennsylvania Ave., Suite 600, Towson, MD 21204 |
| Phone | 410 547-0500 |
| Fax | 410 547-1152 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$249.1M▲ 80%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$249.1Mregulatory AUM
Discretionary $249.1M