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BOLTON INVESTMENT

TOWSON, MD · CRD 104684 · IAPD ↗ · boltonusa.com · 410 547-0500

$249.1MRegulatory AUM
7Advisory reps
11Employees
55Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
April 2026 — BOLTON INVESTMENT reported RAUM up 80% ($138.5M -> $249.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — BOLTON INVESTMENT reported RAUM up 127% ($61.0M -> $138.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
July 2024 — BOLTON INVESTMENT added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
32
May 2024 — BOLTON INVESTMENT notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
57
April 2024 — BOLTON INVESTMENT reported RAUM up 63% ($37.4M -> $61.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
February 2024 — BOLTON INVESTMENT moved its main office from BALTIMORE, MD to TOWSON, MD.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.