Firm profile

BOS ASSET MANAGEMENT, LLC

SPRINGFIELD, ILCRD 310632Latest ADV April 1, 2026

Bos Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Springfield, IL. Its latest Form ADV filing, dated April 1, 2026, reports $933M in regulatory assets under management, 11 employees, 3 offices, and 1,224 accounts.

Assets Under Management
$933M
Employees
11
Offices
3 offices
Total Clients
592
Primary office
SPRINGFIELD, IL
3400 WABASH AVENUE, SPRINGFIELD, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOJason Knoedler
CCOSarah E. Moore

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 69.8% of total clients.
Top client categories% of clientsClients
1
Individuals
69.8%
413
2
HNWI
21.1%
125
3
Corporations
6.8%
40
4
Pension Plans
1.0%
6
5
Charitable
0.8%
5
Categories with <5 clients
Insurance companies<5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$933Mas of April 1, 2026
Discretionary91.6%
$854M
92% of total RAUM91.6%
Non-discretionary8.4%
$79M
8% of total RAUM8.4%
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$933M
Total Accounts1,224
10Y AUM Change+$933M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees11
Clients per Employee54:1
10Y Employee Change+5 (+83.3%)

* 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.