Bogart Wealth, LLC
Firm details
- Headquarters
- Mclean, Virginia
- CRD number
- 283886
- Registered since
- June 2, 2016
- Website
- bogartwealth.com
- 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
FINTRXOverview
Bogart Wealth, LLC is an independent registered investment advisor that has been SEC-registered since 2016. The firm serves individual and family clients on a percentage-of-AUM fee model and combines financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Bogart reports being an active ESG investor and does not act as a capital allocator; instead it relies on third-party managers and public funds alongside direct holdings. The firm has been recognized in industry publications, including placements on lists by FA Magazine (2020), Citywire (2022, 2023), and Forbes (2022, 2023, 2024).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds57%
- Exchange Traded Equities37%
- Cash & Cash Equivalents6%
Owners & executives
3 of 5
James Bogart
CEO & PresidentCRD 5349230
Allen Eickelberg
Chief Operating OfficerCRD 5973819
Suzanne Kellogg
Chief Compliance OfficerCRD 4966433
Contacts
3 of 24
Michael Duffy
Vice PresidentCRD 5781189
Michael Camara
Senior Vice President, Financial AdvisorCRD 5232671
Brian Windsor
VP, Financial AdvisorCRD 5251231
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 562Active vs passive
$1.9B in ETFs
68%
$1.3B
32%
$607M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $197M | 287,374 | 10.57% |
Location
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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