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BOLT FINANCIAL GROUP, INC

WORTHINGTON, OH · CRD 291799 · IAPD ↗ · boltfinancialgroup.com · 614-635-0102

$107.6MRegulatory AUM
4Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — BOLT FINANCIAL GROUP, INC (WORTHINGTON, OH) left the SEC roster (was $107.6M RAUM, 4 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
95
March 2025 — BOLT FINANCIAL GROUP, INC (WORTHINGTON, OH) is newly SEC-registered with $107.6M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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