Investment adviser · CRD 104684
BOLTON INVESTMENT
Investment adviser filing (IA)
BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC.
TOWSON, MD, United States · Form ADV filed Mar 28, 2026
- Regulatory AUM
- $249M Form ADV · Item 5.F
- Client accounts
- 9 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 8 | $247,073,167 | 99.2% |
| Charities | Fewer than 5 | $2,061,352 | 0.8% |
Filing source
Form ADV 2071233 · Mar 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 28, 2026. View historical filings
Reported services
Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1 W. PENNSYLVANIA AVE., SUITE 600TOWSON, MD, 21204, United States
CRD 104684
Filing source
Form ADV 2071233 · Mar 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.