Wealth manager, wrap-program sponsor · Dover, DE
Big Investment Services
Boothe Investment Group, Inc. · SEC-registered investment adviser · CRD 291437 · SEC 801-112462
At a glance
Big Investment Services is an SEC-registered investment adviser based in Dover, Delaware, with $425 million in regulatory assets under management as of its Form ADV filed August 31, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 617 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 3,307th of 8,915 wealth managers and 8,516th of 17,210 SEC-registered advisers by assets.
Main office 302-734-7526abigplan.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $425M
- Rank among wealth managers
- #3,307 of 8,915
- Rank among all SEC RIAs
- #8,516 of 17,210
- Rank in Delaware
- #16 of 39
- Individual clients
- 617
- High-net-worth clients
- 110
- Accounts
- 1,612
- Discretionary
- 100% of AUM
- Employees
- 9
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- David F. BoothePresident and Chief Investment Officer
- Anna C. HibbittChief Compliance Officer
- Carol A. DillChief Operations Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 110 | $259M | 61% |
| Individuals | 507 | $157M | 37% |
| Charitable organizations | 5 | $10M | 2% |
Disciplinary disclosures
Big Investment Services reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗abigplan.com ↗
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The full record on Big Investment Services
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 5,877 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Big Investment Services manage?
Big Investment Services reports $425 million in regulatory assets under management across 1,612 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 31, 2026.
What kind of firm is Big Investment Services?
Big Investment Services is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Big Investment Services’s clients?
By assets, its largest client types are high-net-worth individuals ($259 million, 110 clients); individuals ($157 million, 507 clients); charitable organizations ($10 million, 5 clients).
Does Big Investment Services have any disciplinary history?
Big Investment Services reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Big Investment Services’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →