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BOLDIN ADVISORS

MILL VALLEY, CA · CRD 294881 · IAPD ↗ · 415-462-5665

$0Regulatory AUM
14Advisory reps
15Employees
800Clients
More than 500Planning clients
0Private funds
45States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
September 2026 — BOLDIN ADVISORS notice-filed in AK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
July 2026 — BOLDIN ADVISORS notice-filed in DC, DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
46
June 2026 — BOLDIN ADVISORS notice-filed in ID, ME, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
May 2026 — BOLDIN ADVISORS notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2026 — BOLDIN ADVISORS added office(s): 6 -> 16 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
April 2026 — BOLDIN ADVISORS grew from 6 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
46
December 2025 — BOLDIN ADVISORS notice-filed in AL, HI, RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
August 2025 — BOLDIN ADVISORS notice-filed in MO, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
July 2025 — BOLDIN ADVISORS (MILL VALLEY, CA) is newly SEC-registered with $0 RAUM and 6 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.