Bogart Wealth, LLC

RIASEC Registered
Total AUM
$3.2B
Discretionary
$2.5B
79% of AUM
Avg account
$481K
Accounts
6,635
Employees
50
Advisory reps
28

Firm details

Headquarters
Mclean, Virginia
CRD number
283886
Registered since
June 2, 2016
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI93.01%
  • Individuals6.76%
  • Charitable Organizations0.24%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Bogart Wealth, LLC is an independent registered investment adviser that serves individuals and families, charging clients a percentage of assets under management. The firm is registered with the SEC (initial registration in 2016) and describes its advisory work as financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. It reports an ESG investment approach and operates as a limited liability company owned by domestic entity/individual interests. Bogart Wealth does not act as a capital allocator; instead it places client capital with outside managers and funds. The firm has been recognized in industry coverage, including listings on FA Magazine’s Top RIA Firms (2020), Citywire’s 50 Growers Across America (2022 and 2023), and multiple Forbes compilations (Top RIA Firms in 2022 and 2024; America’s Top RIA Firms in 2023).

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 57%, Exchange Traded Equities 37%, Cash & Cash Equivalents 6%57%
  • Public Funds/Mutual Funds57%
  • Exchange Traded Equities37%
  • Cash & Cash Equivalents6%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 559

Active vs passive

$1.9B in ETFs

Passive

68%

$1.3B

Active

32%

$607M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$197M287,37410.57%

Location

Primary office

Mclean, VA

Fairfax

Location

Mclean, VA

Headquartered in Mclean, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Fairfax
Address
2010 Corporate Rdg
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth