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BOLTON GLOBAL ASSET MANAGEMENT

BOLTON, MA · CRD 129376 · IAPD ↗ · boltoncapitalgroup.com · 978.779.5361

$8.28BRegulatory AUM
110Advisory reps
158Employees
0Clients
11-25Planning clients
0Private funds
38States
15Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — BOLTON GLOBAL ASSET MANAGEMENT shrank from 116 to 110 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
47
April 2025 — BOLTON GLOBAL ASSET MANAGEMENT notice-filed in AK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — BOLTON GLOBAL ASSET MANAGEMENT added office(s): 65 -> 73 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — BOLTON GLOBAL ASSET MANAGEMENT added office(s): 61 -> 65 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
72
April 2024 — BOLTON GLOBAL ASSET MANAGEMENT reported RAUM up 62% ($3.62B -> $5.85B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
83
April 2024 — BOLTON GLOBAL ASSET MANAGEMENT grew from 102 to 115 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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