Bolton Investment
Bolton Investment is an SEC-registered ria in Towson, MD with $249.1M assets under management (AUM, regulatory AUM), +80% over one year. See who owns Bolton Investment: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 104684, SEC 801-46685, data through 2026-03-28.
- AUM (assets under management / regulatory AUM)
- $249.1M (2026-03-28)
- Firm type
- Ria
- Location
- Towson, MD
- Employees
- 11
- Clients
- 9
- CRD
- 104684
- Ownership
- BOYKIN, CAROLYN, CROKER; RANDALL, CLYDE, LAMB; BOLTON, CHRISTOPHER; BOD GROUP, INC.; BOLTON, ROBERT, GRAHAM
How much AUM does Bolton Investment have?
Bolton Investment reported $249.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-28).
Who owns Bolton Investment?
Disclosed owners and executives of Bolton Investment include BOYKIN, CAROLYN, CROKER, RANDALL, CLYDE, LAMB, BOLTON, CHRISTOPHER, BOD GROUP, INC., BOLTON, ROBERT, GRAHAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.