{"url":"https://nivawealth.com/firms/bolton-partners-investment-consulting-group-104684","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/104684","regulatoryAum":249134519,"crd":"104684","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2174721","suffix":null,"lastName":"BECZKOWSKI","firstName":"MICHAEL","middleName":"PATRICK"},{"crd":"5655577","suffix":null,"lastName":"BOLTON","firstName":"CHRISTOPHER","middleName":"GRAHAM"},{"crd":"5981423","suffix":null,"lastName":"FORTE","firstName":"GIOVANNI","middleName":null},{"crd":"2940723","suffix":"IV","lastName":"FRYER","firstName":"ALTON","middleName":"DEMPSEY"},{"crd":"2658542","suffix":"II","lastName":"RANDALL","firstName":"CLYDE","middleName":"LAMB"},{"crd":"8117081","suffix":null,"lastName":"Stevens","firstName":"Joseph","middleName":"Nathan"},{"crd":"6449080","suffix":null,"lastName":"Turner","firstName":"Holly","middleName":"Theresa"}],"total":7,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-04-20","regulatoryAum":40303089,"clients":4,"employees":8,"offices":1},{"filedOn":"2022-05-16","regulatoryAum":52747385,"clients":6,"employees":9,"offices":2},{"filedOn":"2023-03-10","regulatoryAum":37362082,"clients":6,"employees":9,"offices":2},{"filedOn":"2024-06-06","regulatoryAum":60991211,"clients":8,"employees":9,"offices":3},{"filedOn":"2025-03-24","regulatoryAum":138533476,"clients":10,"employees":10,"offices":3},{"filedOn":"2026-03-28","regulatoryAum":249134519,"clients":9,"employees":11,"offices":2}],"secFileNumber":"801-46685","legalName":"Bolton Partners Investment Consulting Group, Inc.","displayName":"Bolton Partners Investment Consulting Group","slug":"bolton-partners-investment-consulting-group-104684","website":null,"classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_consultant","typeLabel":"Consultant","feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/boltonusa","founded":null,"organization":"Maryland corporation","fiscalYearEnd":"December","headquarters":{"street":"1 W. Pennsylvania Ave., Suite 600","city":"Towson","state":"MD","stateName":"Maryland","country":"United States","postalCode":"21204"},"tradeNames":[],"registration":{"secApproved":"6 July 1994","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":11,"advisory":7,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":249134519,"discretionary":249134519,"discretionaryAccounts":9,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":55},"clientTypes":[{"label":"Pension and profit-sharing plans","clients":8,"regulatoryAum":247073167},{"label":"Charitable organizations","clients":1,"fewerThan5":true,"regulatoryAum":2061352}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Lincoln National Corporation","shortName":"Lincoln National","location":"Fort Wayne, IN","smaAssets":118115731},{"name":"Great West Financial","shortName":"Great West Financial","location":"Greenwood Village, CO","smaAssets":35146440},{"name":"PNC Wealth Management LLC","shortName":"PNC Wealth Management","location":"Pittsburgh, PA","smaAssets":32018733},{"name":"Principal Financial Group","shortName":"Principal Financial Group","location":"Des Moines, IA","smaAssets":60979404}],"custodyNote":"Bolton Partners Investment Consulting Group does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Christopher Bolton","title":"Chief Compliance Officer","crd":"5655577"}],"ownership":[{"label":"Bod Group, Inc.","detail":"Parent company in the 75% or more ownership band and a control person, since December 2003."},{"label":"Robert Bolton","detail":"Indirect owner: a owner of Bod Group, Inc. in the 75% or more band and a control person, since March 2009.","parent":"Bod Group, Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Colorado","offices":1,"addresses":[{"street":"1200 Pearl St","city":"Boulder"}]},{"state":"Maryland","offices":1,"addresses":[{"street":"1 W. Pennsylvania Ave., Suite 600","city":"Towson","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"410-547-0500","stateRegisteredReps":7,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[{"label":"Securities issued by registered investment companies or business development companies","percent":64},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":12},{"label":"Other","percent":24,"detail":"Time-Based Models Using A Mix of Pooled Vehicles"}],"privateFunds":0},"sources":{"adv1FilingDate":"28 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/104684/PDF/104684.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Bolton Partners Investment Consulting Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bolton Partners Investment Consulting Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Bolton Partners Investment Consulting Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bolton Partners Investment Consulting Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bolton Partners Investment Consulting Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bolton Partners Investment Consulting Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bolton Partners Investment Consulting Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Bolton Partners Investment Consulting Group?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 28 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}