Big Investment Services is an SEC registered investment adviser organized as a corporation with a primary office location in Dover, DE. Its latest Form ADV filing, dated February 26, 2026, reports $369M in regulatory assets under management, 8 employees, and 1,466 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 82.0% of total clients.
Top client categories% of clientsClients
1
Individuals
82.0%
483
2
HNWI
14.6%
86
3
Pension Plans
2.7%
16
4
Charitable
0.7%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$369Mas of February 26, 2026
Discretionary99.2%
$366M
99% of total RAUM99.2%
Non-discretionary0.8%
$3M
1% of total RAUM0.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$369M
Total Accounts1,466
10Y AUM Change+$369M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee74:1
10Y Employee Change+2 (+33.3%)
* 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.