Data / Investment advisers / Rhode Island / Bountiful Investment Management LLC
Bountiful Investment Management LLC, Rumford, RI: $161 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Bountiful Investment Management LLC is an SEC registered investment adviser with its main office in Rumford, Rhode Island and reports $161 million in regulatory assets under management in its Form ADV filed March 11, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 281437
- SEC file number
- 801-129843
- SEC status
- Approved, effective April 5, 2024
- Main office
- 225 Newman Ave Suite 300, Rumford, RI 02916
- Phone
- (401) 305-2626
- Website
- bountifulim.com
- Regulatory AUM
- $160,517,879 in the Form ADV filed March 11, 2026
- Non discretionary AUM
- $160,517,879
- Accounts
- 1,080
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- March 11, 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 |
|---|---|---|
| Individuals (other than high net worth individuals) | 551 | $132.7 million |
| High net worth individuals | 9 | $27.9 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 |
|---|---|---|
| April 1, 2026 | $160.5 million | March 11, 2026 |
| December 1, 2025 | $131.3 million | February 5, 2025 |
Other advisers in Rhode Island
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Slocum, Gordon & Co. LLP | Newport | $219.2 million | Not listed | adviserinfo.sec.gov |
| D & P Investment Advisors, LTD. | Wakefield | $197.8 million | Not listed | adviserinfo.sec.gov |
| Eliot Rose Wealth Management, LLC | Providence | $186.3 million | Not listed | adviserinfo.sec.gov |
| Breachway Investments, LLC | Charlestown | $164.9 million | Not listed | adviserinfo.sec.gov |
| Have RIA, Inc. | Providence | $160.8 million | Not listed | adviserinfo.sec.gov |
| Alpha Dog Advisors, Ruff | Cranston | $153.6 million | Not listed | adviserinfo.sec.gov |
| Sheeley & Partners Wealth Management, LLC | Providence | $131.3 million | Not listed | adviserinfo.sec.gov |
| CB Capital LLC | North Smithfield | $124.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Rhode Island
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Bountiful Investment Management LLC 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.