Bos Asset Management, LLC
● SEC registered since 2020CRD 310632SEC# 801-119836Springfield, IL
Reg. AUM
$1.03B
Employees
11
Accounts
1,273
Location
Springfield, IL
Bos Asset Management, LLC assets under management
Bos Asset Management, LLC is an SEC-registered investment adviser based in Springfield, IL. The firm has been registered since 2020. It reports $1 billion in regulatory assets under management and employs 11 people.
Bos Asset Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bank of Springfield Control | Owner | Over 75% | 2020 |
| Jason Knoedler Control | Chief Executive Officer | Under 5% | 2020 |
| Sarah Elizabeth Moore Control | Chief Compliance Officer | Under 5% | 2020 |
| Spring Bankcorp Control | Owner | Over 75% | 2020 |
Frequently asked questions
How much does Bos Asset Management, LLC manage?
Bos Asset Management, LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Bos Asset Management, LLC have?
Bos Asset Management, LLC reports 11 employees.
Where is Bos Asset Management, LLC located?
Bos Asset Management, LLC is based in Springfield, IL and has been SEC-registered since 2020.
Does Bos Asset Management, LLC disclose fund performance?
Bos Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3400 Wabash Avenue, Springfield, IL 62711 |
| Phone | 833-943-8090 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1965814 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.03B▲ 24%
Mar '25Form ADV, monthlyAug '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,340 advisers
EmployeesTop 38%
More than 62% of 16,820 advisers
Assets under management
$1.03Bregulatory AUM
Discretionary $951.8MNon-discretionary $79.6M