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BOSTON FINANCIAL MANAGEMENT LLC

BOSTON, MA · CRD 112360 · IAPD ↗ · bfminvest.com · 617-338-8108

$5.01BRegulatory AUM
26Advisory reps
49Employees
1Clients
More than 500Planning clients
0Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
December 2025 — BOSTON FINANCIAL MANAGEMENT LLC (BOSTON, MA) left the SEC roster (was $5.01B RAUM, 26 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
63
March 2025 — BOSTON FINANCIAL MANAGEMENT LLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
May 2024 — BOSTON FINANCIAL MANAGEMENT LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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