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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

FIC-BOISE, LLC

CRD 152155

SALT LAKE CITY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:53d45914-c46a-c5cf-8d6f-5b8fe78a4797

Data as of Jan 31, 2012 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 0
On other graphs: 0
Observed: Jan 31, 2012 to Jan 31, 2012
1 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $0Item 5.F on the latest filing (2012-01-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Advisory employees: 0
Accounts: 0
SEC number: 801-70820
CRD: 152155
Filings on the tape: 1
First filed: Jan 31, 2012
Latest filed: Jan 31, 2012
Organised: Limited Liability Company, Utah

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOETTCHER, BENJAMIN, HANS	OWNER 50%	D	yes	08/2007	Jan 31, 2012	Jan 31, 2012
BOETTCHER, BENJAMIN, HANS	Member	Na	yes	09/2009	Jan 31, 2012	Jan 31, 2012
FINANCIAL INSIGHT HOLDINGS, LLC	70% OWNER OF FIC-BOISE, LLC	D	yes	09/2009	Jan 31, 2012	Jan 31, 2012
MATLEY, MARK, RASMUSSEN	MANAGING MEMBER	C	yes	09/2009	Jan 31, 2012	Jan 31, 2012
MATLEY, MARK, RASMUSSEN	MANAGING MEMBER	Na	yes	09/2009	Jan 31, 2012	Jan 31, 2012
SALISBURY, PAUL, WILFORD	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	Na	yes	09/2009	Jan 31, 2012	Jan 31, 2012
SALISBURY, PAUL, WILFORD	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	C	yes	09/2009	Jan 31, 2012	Jan 31, 2012
STEELMAN, THOMAS, FRANK	OWNER, CHIEF COMPLIANCE OFFICER	D	yes	08/2007	Jan 31, 2012	Jan 31, 2012
STEELMAN, THOMAS, FRANK	Member	Na	yes	09/2009	Jan 31, 2012	Jan 31, 2012
THE HELMSTAR GROUP, LLC	30 % OWNER	C	yes	09/2009	Jan 31, 2012	Jan 31, 2012

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
THE INSIGHT GROUP, INC.	n/a	Former SEC adviser	$848M	Y	yes	n/a
THE HELMSTAR GROUP, LLC	n/a	Independent wealth	$786M	N	yes	n/a
FIC-SALT LAKE, LLC	n/a	Former SEC adviser	$420M	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Jan 31, 2012	$0	$0	n/a	0	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$0	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Relationships

Affiliated with (3)

→ THE INSIGHT GROUP, INC.Registered adviserother investment adviser, control, common control
factForm ADV
→ HELMSTAR WEALTH MANAGEMENTRegistered adviserother investment adviser, common control
factForm ADV
→ FINANCIAL INSIGHT CENTERRegistered adviserother investment adviser, common control
factForm ADV

Controls (6)

← THE HELMSTAR GROUP, LLCOwner30 % OWNER, ownership code C, domestic entity
Jan 31, 2012 to presentfactForm ADV
← SALISBURY, PAUL, WILFORDOwnerMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, ownership code C, individual
Jan 31, 2012 to presentfactForm ADV
← MATLEY, MARK, RASMUSSENOwnerMANAGING MEMBER, ownership code C, individual
Jan 31, 2012 to presentfactForm ADV
← BOETTCHER, BENJAMIN, HANSOwnerOWNER 50%, ownership code D, individual
Jan 31, 2012 to presentfactForm ADV
← STEELMAN, THOMAS, FRANKOwnerOWNER, CHIEF COMPLIANCE OFFICER, ownership code D, individual
Jan 31, 2012 to presentfactForm ADV
← FINANCIAL INSIGHT HOLDINGS, LLCOwner70% OWNER OF FIC-BOISE, LLC, ownership code D, domestic entity
Jan 31, 2012 to presentfactForm ADV

Registered with (3)

← MARK RASMUSSEN MATLEYAdvisorregistration: previous registration
Jan 6, 2010 to May 14, 2012factForm ADV
← BENJAMIN HANS BOETTCHERAdvisorregistration: previous registration
Jan 18, 2010 to May 14, 2012factForm ADV
← THOMAS FRANK STEELMANAdvisorregistration: previous registration
Jan 18, 2010 to May 14, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:53d45914-c46a-c5cf-8d6f-5b8fe78a4797
First observed: Jan 31, 2012
Last observed: Jan 31, 2012 178 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FIC-BOISE, LLC

CRD 152155

SALT LAKE CITY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:53d45914-c46a-c5cf-8d6f-5b8fe78a4797

Data as of Jan 31, 2012 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:09 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOETTCHER, BENJAMIN, HANS

OWNER 50%

yes

08/2007

Jan 31, 2012

BOETTCHER, BENJAMIN, HANS

Member

yes

09/2009

Jan 31, 2012

FINANCIAL INSIGHT HOLDINGS, LLC

70% OWNER OF FIC-BOISE, LLC

yes

09/2009

Jan 31, 2012

MATLEY, MARK, RASMUSSEN

MANAGING MEMBER

yes

09/2009

Jan 31, 2012

MATLEY, MARK, RASMUSSEN

MANAGING MEMBER

yes

09/2009

Jan 31, 2012

SALISBURY, PAUL, WILFORD

MANAGING MEMBER, CHIEF COMPLIANCE OFFICER

yes

09/2009

Jan 31, 2012

SALISBURY, PAUL, WILFORD

MANAGING MEMBER, CHIEF COMPLIANCE OFFICER

yes

09/2009

Jan 31, 2012

STEELMAN, THOMAS, FRANK

OWNER, CHIEF COMPLIANCE OFFICER

yes

08/2007

Jan 31, 2012

STEELMAN, THOMAS, FRANK

Member

yes

09/2009

Jan 31, 2012

THE HELMSTAR GROUP, LLC

30 % OWNER

yes

09/2009

Jan 31, 2012

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

THE INSIGHT GROUP, INC.

n/a

Former SEC adviser

$848M

yes

n/a

THE HELMSTAR GROUP, LLC

n/a

Independent wealth

$786M

yes

n/a

FIC-SALT LAKE, LLC

n/a

Former SEC adviser

$420M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Jan 31, 2012

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

n/a