Bolton Investment

RIASEC RegisteredEst. 1994

Total AUM

$249M

Discretionary

$249M

100% of AUM

Avg account

$27.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Towson, Maryland
CRD number: 104684
Registered since: July 6, 1994
Website: www.boltonusa.com
Custodians: LINCOLN FINANCIAL SERVICES, PRINCIPAL SECURITIES, INC., EMPOWER RETIREMENT, PNC WEALTH MANAGEMENT LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans99.17%
Charitable Organizations0.83%
Services: Pension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Bolton Investment operates as an institutional RIA and capital allocator focused on serving institutional clients, with regulatory registration dating back to 1994. The firm provides pension consulting and selects outside managers on behalf of clients, positioning itself as an adviser that combines fiduciary oversight with third‑party manager selection. Its billing options include AUM‑based fees as well as hourly and fixed‑fee arrangements. Bolton Investment does not identify as an active ESG investor and is listed as a pension consultant in industry affiliations. The firm received an industry mention as one of "Top RIA Firms to Watch" by investor.com in 2020.