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They include 507 individual clients, 110 high-net-worth individuals and 5 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Boothe Investment Group offer?","answer":"Boothe Investment Group provides financial planning, portfolio management for individuals and small businesses, and pension consulting.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Boothe Investment Group charge?","answer":"Boothe Investment Group charges 0.75%–1.25% a year for its Investment Management Services. The whole portfolio is charged at the rate of its band. The fee is billed in advance, is negotiable and requires an account of at least $250,000.","source":"FORM PART 2 - APPENDIX 1A, filed 31 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Boothe Investment Group use?","answer":"Boothe Investment Group’s separately managed account assets are held at Wells Fargo Clearing Services, LLC (St. Louis, MO), with $425M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Boothe Investment Group have?","answer":"Boothe Investment Group has 4 investment adviser representatives registered with state securities authorities, out of 9 employees, and 4 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 Boothe Investment Group invest in?","answer":"At the end of its last fiscal year, Boothe Investment Group’s separately managed accounts held 81% exchange-traded equities, 13% registered funds (mutual funds, ETFs, BDCs) and 7% cash and equivalents.","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":"Does Boothe Investment Group have a minimum investment?","answer":"Yes, Boothe Investment Group’s minimum account size for its Investment Management Services is $250K.","source":"FORM PART 2 - APPENDIX 1A, filed 31 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Boothe Investment Group?","answer":"Boothe Investment Group’s direct owners are David Boothe (75% or more) and Anna Hibbitt (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 31 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Boothe Investment Group get paid?","answer":"Boothe Investment Group is paid through a percentage of assets under management. 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":"Is Boothe Investment Group registered with the SEC?","answer":"Yes, Boothe Investment Group has been registered with the SEC as an investment adviser since 16 February 2018. Its CRD number is 291437 and its SEC file number is 801-112462.","source":"Form ADV Part 1A, Item 1, filed 31 August 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Boothe Investment Group?","answer":"Boothe Investment Group’s main office is at 450 Kings Hwy N.e., Dover, DE 19901. Its phone number is 302-734-7526. 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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."}