Bolton Partners Investment Consulting Group provides pension consulting and selecting other managers.
Bolton Partners Investment Consulting Group reports 9 clients. They include 8 pension and profit-sharing plans and 1 charitable organization. Of its assets, 100.0% ($249M across 9 accounts) are managed with discretion. It advised 55 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Pension and profit-sharing plans | 89% | 99% |
| Charitable organizations | 11% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pension and profit-sharing plans | 8 | $247M | 99.2% | $30.9M |
| Charitable organizations | Fewer than 5 | $2.06M | 0.8% | $2.06M |
| Total | 9 | $249M | 100% | — |
- Clients
- 8
- Regulatory AUM
- $247M
- AUM share
- 99.2%
- Avg. per client
- $30.9M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.06M
- AUM share
- 0.8%
- Avg. per client
- $2.06M
Total
- Clients
- 9
- Regulatory AUM
- $249M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 55
- Private funds advised
- 0
Bolton Partners Investment Consulting Group is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Bod Group, Inc. owns 75% or more of Bolton Partners Investment Consulting Group and is in turn owned by Robert Bolton (75% or more). The leadership team of Bolton Partners Investment Consulting Group includes Chief Compliance Officer Christopher Bolton. It has 11 employees, 7 of them in advisory roles.
Staff
- 11 employees
- 7 in advisory functions
- 7 state-registered reps
- Owns 75% or more of Bolton Partners Investment Consulting Group, Inc.
Bod Group, Inc.
Control person · since December 2003
- Owns 75% or more of Bod Group, Inc.
Robert Bolton
Control person · since March 2009
Bolton Partners Investment Consulting Group’s regulatory assets grew 6.2× from $40.3M (April 2021) to $249M (March 2026); clients rose from 4 to 9 and employees from 8 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $249M | 9 | 11 | 2 |
| Mar 2025March 2025 | $139M | 10 | 10 | 3 |
| Jun 2024June 2024 | $61M | 8 | 9 | 3 |
| Mar 2023March 2023 | $37.4M | 6 | 9 | 2 |
| May 2022May 2022 | $52.7M | 6 | 9 | 2 |
| Apr 2021April 2021 | $40.3M | 4 | 8 | 1 |
Besides its headquarters, Bolton Partners Investment Consulting Group has 1 office, with 2 listed addresses across 2 states.
Colorado · 1 listed address
- 1200 Pearl St, Boulder
Maryland · 1 listed address
- 1 W. Pennsylvania Ave., Suite 600, TowsonHQ
Contact and registration details
- Legal name
- Bolton Partners Investment Consulting Group, Inc.
- Headquarters
- 1 W. Pennsylvania Ave., Suite 600, Towson, MD 21204
- Website
- Not reported
- Phone
- 410-547-0500
- @boltonusa
- SEC file
- 801-46685
- Structure
- Maryland corporation
- Fiscal year end
- December
Bolton Partners Investment Consulting Group’s named custodians for separately managed accounts include Lincoln National ($118M, 48%), Principal Financial Group ($61M, 25%) and Great West Financial ($35.1M, 14%). Bolton Partners Investment Consulting Group does not have custody of client assets.
- Lincoln NationalLincoln National Corporation · Fort Wayne, IN · $118M48%
- Great West FinancialGreat West Financial · Greenwood Village, CO · $35.1M14%
- PNC Wealth ManagementPNC Wealth Management LLC · Pittsburgh, PA · $32M13%
- Principal Financial GroupPrincipal Financial Group · Des Moines, IA · $61M25%
At year end, Bolton Partners Investment Consulting Group’s separately managed accounts were mostly in funds (76%).
What the accounts hold
- Funds76%
- Registered funds64%
- Pooled vehicles12%
- Other24%
- Time-based models using a mix of pooled vehicles24%
How many clients does Bolton Partners Investment Consulting Group have?
Bolton Partners Investment Consulting Group has 9 clients and manages $249 million for them, as of March 2026. They include 8 pension and profit-sharing plans and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 March 2026
What services does Bolton Partners Investment Consulting Group offer?
Bolton Partners Investment Consulting Group provides pension consulting and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Bolton Partners Investment Consulting Group use?
Bolton Partners Investment Consulting Group’s separately managed account assets are held at Lincoln National Corporation (Fort Wayne, IN), with $118M, Principal Financial Group (Des Moines, IA), with $61M, Great West Financial (Greenwood Village, CO), with $35.1M and PNC Wealth Management LLC (Pittsburgh, PA), with $32M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 March 2026
How many financial advisors does Bolton Partners Investment Consulting Group have?
Bolton Partners Investment Consulting Group has 7 investment adviser representatives registered with state securities authorities, out of 11 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bolton Partners Investment Consulting Group invest in?
At the end of its last fiscal year, Bolton Partners Investment Consulting Group’s separately managed accounts held 64% registered funds (mutual funds, ETFs, BDCs), 24% other and 12% pooled vehicles (private funds and similar). The 24% other category is described as: Time-Based Models Using A Mix of Pooled Vehicles.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bolton Partners Investment Consulting Group?
Bolton Partners Investment Consulting Group is owned through a holding company by Robert Bolton. Its direct owner is Bod Group, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 28 March 2026
How does Bolton Partners Investment Consulting Group get paid?
Bolton Partners Investment Consulting Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Bolton Partners Investment Consulting Group?
Bolton Partners Investment Consulting Group’s main office is at 1 W. Pennsylvania Ave., Suite 600, Towson, MD 21204. Its phone number is 410-547-0500.