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BIG INVESTMENT SERVICES

DOVER, DE · CRD 291437 · IAPD ↗ · 302-734-7526

$425.4MRegulatory AUM
4Advisory reps
9Employees
0Clients
More than 500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
September 2026 — BIG INVESTMENT SERVICES 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
45
March 2026 — BIG INVESTMENT SERVICES notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
March 2026 — BIG INVESTMENT SERVICES reported RAUM up 31% ($283.0M -> $369.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
December 2025 — BIG INVESTMENT SERVICES grew from 1 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
December 2024 — BIG INVESTMENT SERVICES notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
September 2024 — BIG INVESTMENT SERVICES notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
February 2024 — BIG INVESTMENT SERVICES reported RAUM up 26% ($189.2M -> $238.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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