Boselah Investments

RIASEC Registered
Total AUM
$16.4M
Discretionary
$16.4M
100% of AUM
Avg account
$685K
Accounts
24
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
171726
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI85.67%
  • Individuals14.33%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Boselah Investments is a small, owner-operated limited liability company that provides discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and runs a concentrated, equity-tilted strategy: exchange-traded equities are the dominant sleeve of client portfolios. Management activity is hands-on and discretionary, with client relationships kept intentionally small to support customized allocations and direct trading decisions. The firm does not identify as an ESG investor and is not set up as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 54%, Cash & Cash Equivalents 42%, Other 4%54%
  • Exchange Traded Equities54%
  • Cash & Cash Equivalents42%
  • Other4%

Contacts

1 of 1
  • Earle Johnson

    Managing MemberCRD 6359284

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth