Bolton Investment is an SEC registered investment adviser organized as a corporation with a primary office location in Towson, MD. Its latest Form ADV filing, dated March 28, 2026, reports $249M in regulatory assets under management, 11 employees, 1 office, and 9 accounts.
Assets Under Management
$249M
Employees
11
Offices
1 office
Total Clients
9
Primary office
TOWSON, MD
1 W. PENNSYLVANIA AVE., SUITE 600, TOWSON, MD, United States
Top client segmentPension Plans represent 88.9% of total clients.
Top client categories% of clientsClients
1
Pension Plans
88.9%
8
2
Charitable
11.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$249Mas of March 28, 2026
Discretionary100.0%
$249M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$249M
Total Accounts9
10Y AUM Change+$239M (+2416.5%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee1:1
10Y Employee Change+3 (+37.5%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.