{"url":"https://nivawealth.com/firms/booster-314629","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/314629","regulatoryAum":229287257,"crd":"314629","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4480192","suffix":null,"lastName":"CESELSKY-GRUNDER","firstName":"MARY","middleName":"CAROL"},{"crd":"2883973","suffix":null,"lastName":"TAVENNER","firstName":"THOMAS","middleName":"CLYDE"}],"total":2,"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":"2022-01-13","regulatoryAum":173300000,"clients":104,"employees":3,"offices":2},{"filedOn":"2023-03-31","regulatoryAum":167139402,"clients":207,"employees":3,"offices":3},{"filedOn":"2024-01-29","regulatoryAum":199653128,"clients":255,"employees":3,"offices":3},{"filedOn":"2025-06-24","regulatoryAum":239784662,"clients":249,"employees":4,"offices":3},{"filedOn":"2026-03-04","regulatoryAum":229287257,"clients":190,"employees":4,"offices":3}],"secFileNumber":"801-123233","legalName":"Booster, LLC","displayName":"Booster","slug":"booster-314629","website":"https://booster401k.com/","classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_wealth_manager","typeLabel":"OCIO / institutional wealth","feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/booster-401k/?viewAsMember+true","founded":null,"organization":"Maryland limited liability company","fiscalYearEnd":"December","headquarters":{"street":"6 East Eager Street","city":"Baltimore","state":"MD","stateName":"Maryland","country":"United States","postalCode":"21202"},"tradeNames":[],"registration":{"secApproved":"14 February 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":427171.6770186335,"staff":{"employees":4,"advisory":2,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":229287257,"discretionary":8840862,"discretionaryAccounts":98,"nonDiscretionary":220446395,"nonDiscretionaryAccounts":128,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":4},"clientTypes":[{"label":"Individuals (other than HNW)","clients":147,"regulatoryAum":39258958},{"label":"High-net-worth individuals","clients":14,"regulatoryAum":29515682},{"label":"Pension and profit-sharing plans","clients":29,"regulatoryAum":160512617}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Ascensus Financial Services, LLC.","shortName":"Ascensus Financial Services","location":"Dresher, PA","smaAssets":132195744}],"custodyNote":"Booster does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Mary Ceselsky-Grunder","title":"Owner and Chief Compliance Officer","crd":"4480192"}],"ownership":[{"label":"Mary Ceselsky-Grunder","detail":"Owner and chief compliance officer in the 75% or more ownership band and a control person, since April 2021."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":2},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Maryland","offices":1,"addresses":[{"street":"6 East Eager Street","city":"Baltimore","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"410-216-1551","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":14},{"label":"U.S. government/agency bonds","percent":8},{"label":"U.S. state and local bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":75},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"4 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/314629/PDF/314629.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 Booster have?","answer":"Booster has 190 clients and manages $229 million for them, as of March 2026. They include 147 individual clients, 29 pension and profit-sharing plans, and 14 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 4 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Booster offer?","answer":"Booster provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.","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 Booster use?","answer":"Booster’s separately managed account assets are held at Ascensus Financial Services, LLC. (Dresher, PA), with $132M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Booster have?","answer":"Booster has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","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 Booster invest in?","answer":"At the end of its last fiscal year, Booster’s separately managed accounts held 75% registered funds (mutual funds, ETFs, BDCs), 14% exchange-traded equities, 8% U.S. government and agency bonds, 2% cash and equivalents and 1% state and local bonds.","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 Booster?","answer":"Booster’s direct owner is Mary Ceselsky-Grunder (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 4 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Booster get paid?","answer":"Booster is paid through a percentage of assets under management 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 Booster?","answer":"Booster’s main office is at 6 East Eager Street, Baltimore, MD 21202. Its phone number is 410-216-1551. Its website is booster401k.com.","source":"Form ADV Part 1A, Item 1.F, filed 4 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."}