Asset manager · Towson, MD
Bolton Investment
Bolton Partners Investment Consulting Group, Inc. · SEC-registered investment adviser · CRD 104684 · SEC 801-46685
At a glance
Bolton Investment is an SEC-registered investment adviser based in Towson, Maryland, with $249 million in regulatory assets under management as of its Form ADV filed March 28, 2026. Its largest client group by assets is pension and profit sharing plans. By Form ADV it is a asset manager, ranked 2,020th of 3,218 asset managers and 11,120th of 17,210 SEC-registered advisers by assets.
Main office 410-547-0500boltonusa.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $249M
- Rank among asset managers
- #2,020 of 3,218
- Rank among all SEC RIAs
- #11,120 of 17,210
- Rank in Maryland
- #165 of 227
- Clients
- 9
- Accounts
- 9
- Discretionary
- 100% of AUM
- Employees
- 11
- Advisory staff
- 7
- Offices
- 2
Owners and executives on its Form ADV
- Christopher G. BoltonChief Compliance Officer
Custody and brokerage
4 custodians
- Lincoln Financial Services$118M48%
- Principal Financial Group$61M25%
- Empower Retirement$35M14%
- PNC Wealth Management$32M13%
Other RIAs using Lincoln Financial ServicesOther multi-custodian RIAs
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 8 | $247M | 99% |
| Charitable organizations | 1 | $2M | <1% |
Disciplinary disclosures
Bolton Investment reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗boltonusa.com ↗
AtlasMembers
The full record on Bolton Investment
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, ten years of filings
- Locked
- Growth over one, three and five years
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- Rank against 871 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Bolton Investment manage?
Bolton Investment reports $249 million in regulatory assets under management across 9 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 28, 2026.
What kind of firm is Bolton Investment?
Bolton Investment is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Bolton Investment’s clients?
By assets, its largest client types are pension and profit sharing plans ($247 million, 8 clients); charitable organizations ($2 million, 1 clients).
Does Bolton Investment have any disciplinary history?
Bolton Investment 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 Bolton Investment’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 (2026-03-28), 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 →