Data / Investment advisers / Maryland / Bolton Investment
Bolton Investment, Towson, MD: $249 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Bolton Investment is an SEC registered investment adviser with its main office in Towson, Maryland and reports $249 million in regulatory assets under management in its Form ADV filed March 28, 2026. Its clients include pension and profit sharing plans and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Bolton Investment (CRD number 104684): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 104684
- SEC file number
- 801-46685
- SEC status
- Approved, effective July 6, 1994
- Legal name
- Bolton Partners Investment Consulting Group, Inc.
- Main office
- 1 W. Pennsylvania Ave. Suite 600, Towson, MD 21204
- Phone
- (410) 547-0500
- Website
- boltonusa.com
- Regulatory AUM
- $249,134,519 in the Form ADV filed March 28, 2026
- Discretionary AUM
- $249,134,519
- Accounts
- 9
- Employees
- 11, of which 7 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 28, 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 |
|---|---|---|
| Pension and profit sharing plans | 8 | $247.1 million |
| Charitable organizations | 1 | $2.1 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 |
|---|---|---|
| April 1, 2026 | $249.1 million | March 28, 2026 |
| December 1, 2025 | $138.5 million | March 24, 2025 |
Other advisers in Towson
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Red Oak Financial Group | Towson | $1.04 billion | Not listed | adviserinfo.sec.gov |
| SFG Wealth Management | Towson | $760.2 million | Not listed | adviserinfo.sec.gov |
| Calvert Street Capital Partners, Inc. | Towson | $663.1 million | 13 | adviserinfo.sec.gov |
| Oliver Wealth Management | Towson | $340.4 million | Not listed | adviserinfo.sec.gov |
| Chesapeake Financial Advisors | Towson | $310.1 million | Not listed | adviserinfo.sec.gov |
| Partnership Wealth Management | Towson | $234.9 million | Not listed | adviserinfo.sec.gov |
| The Simmons Partnership, Inc | Towson | $216.5 million | Not listed | adviserinfo.sec.gov |
| Blue Curve Advisory, LLC | Towson | $125.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Towson, MD
- Investment advisers in Maryland
- Advisers with $100 million to $500 million in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving charitable organizations
- Bolton Investment 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.