Data / Investment advisers / Delaware / Big Investment Services
Big Investment Services, Dover, DE: $425 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Big Investment Services is an SEC registered investment adviser with its main office in Dover, Delaware and reports $425 million in regulatory assets under management in its Form ADV filed August 31, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 291437
- SEC file number
- 801-112462
- SEC status
- Approved, effective February 16, 2018
- Legal name
- Boothe Investment Group, Inc.
- Main office
- 450 Kings Hwy N.E., Dover, DE 19901
- Phone
- (302) 734-7526
- Regulatory AUM
- $425,429,054 in the Form ADV filed August 31, 2026
- Discretionary AUM
- $425,429,054
- Accounts
- 1,612
- Employees
- 9, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 110 | $258.8 million |
| Individuals (other than high net worth individuals) | 507 | $156.8 million |
| Charitable organizations | 5 | $9.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| September 1, 2026 | $425.4 million | August 31, 2026 |
| March 2, 2026 | $369.3 million | February 26, 2026 |
| December 1, 2025 | $283 million | August 26, 2025 |
Other advisers in Dover
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Long Angle Management, LLC | Dover | $404.7 million | 59 | adviserinfo.sec.gov |
| Lattice Capital Management, LLC | Dover | Not listed | 8 | adviserinfo.sec.gov |
| Madera Technology Advisors, LLC | Dover | Not listed | 6 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Dover, DE
- Investment advisers in Delaware
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Big Investment Services on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.