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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BIG INVESTMENT SERVICES

BOOTHE INVESTMENT GROUP, INC., CRD 291437

DOVER, DE

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:71c10ac6-f93b-fffd-e086-fd091a9aeeca

Data as of Aug 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Jan 17, 2018 to Aug 31, 2026
20 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: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $425MItem 5.F on the latest filing (2026-08-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $425M
Private client RAUM: $416MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $106Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,612
Individual clients: 507
High net worth clients: 110
SEC number: 801-112462
CIK: 1749798
CRD: 291437
Filings on the tape: 20
First filed: Jan 17, 2018
Latest filed: Aug 31, 2026
Organised: Corporation, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAVID FRANKLIN BOOTHE	n/a	DOVER, DE	8	26	1	no
ANNA CHRISTINA HIBBITT	n/a	DOVER, DE	4	12	n/a	no
Daniel Henry Paul Venable	n/a	DOVER, DE	2	10	n/a	no
RACHEL ELIZABETH BENTON	n/a	DOVER, DE	1	12	n/a	no

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
BOOTHE, DAVID, FRANKLIN	President	E	yes	06/2005	Jan 17, 2018	Nov 6, 2024
BOOTHE, LISA, ANN	CHIEF FINANCIAL OFFICER	Na	no	06/2005	Dec 10, 2020	Nov 6, 2024
HIBBITT, ANNA, CHRISTINA	CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER	B	no	02/2018	Dec 10, 2020	Nov 6, 2024

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	Private funds	Fund GAV
2025	Feb 26, 2026	$369M	$366M	8	4	n/a	n/a
2024	Feb 18, 2025	$283M	$280M	5	1	n/a	n/a
2023	Feb 1, 2024	$239M	$236M	5	1	n/a	n/a
2022	Feb 14, 2023	$189M	$186M	5	1	n/a	n/a
2021	Mar 9, 2022	$227M	$224M	4	1	n/a	n/a
2020	Feb 18, 2021	$192M	$188M	4	1	n/a	n/a
2019	Mar 31, 2020	$140M	$140M	4	1	n/a	n/a
2018	Mar 13, 2019	$124M	$113M	4	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

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
2025	$425M	$283M	50.3%	$189M	31.0%	9	5	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WELLS FARGO ADVISORS	2	Apr 4, 2018	Feb 26, 2018	DOVER, DE	Team lift out	Wirehouse to new firm	0.1%

Relationships

Registered with (5)

← RACHEL ELIZABETH BENTONAdvisorregistration: current employment
Jun 21, 2025 to presentfactForm ADV
← Daniel Henry Paul VenableAdvisorregistration: current employment
Sep 6, 2024 to presentfactForm ADV
← ANNA CHRISTINA HIBBITTAdvisorregistration: current employment
Oct 13, 2021 to presentfactForm ADV
← DAVID FRANKLIN BOOTHEAdvisorregistration: current employment
Feb 26, 2018 to presentfactForm ADV
← CHRISTOPHER CHARLES THEISAdvisorregistration: previous registration
Feb 26, 2018 to Sep 24, 2018factForm ADV

Controls (1)

← BOOTHE, DAVID, FRANKLINOwnerPRESIDENT, ownership code E, individual
Jan 17, 2018 to Nov 6, 2024factForm ADV

Owns (2)

← BOOTHE, LISA, ANNOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Dec 10, 2020 to Nov 6, 2024factForm ADV
← HIBBITT, ANNA, CHRISTINAOwnerCHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code B, individual
Dec 10, 2020 to Nov 6, 2024factForm ADV

Moved with (1)

← WELLS FARGO ADVISORSRegistered adviser2 advisors, team lift out, same day
Apr 4, 2018 to Feb 26, 2018factForm ADV

Dated events

Occurred
Jan 17, 2018
First Form ADV filing
Big Investment Services filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:71c10ac6-f93b-fffd-e086-fd091a9aeeca
First observed: Jan 17, 2018
Last observed: Aug 31, 2026 20 days 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.

BIG INVESTMENT SERVICES

BOOTHE INVESTMENT GROUP, INC., CRD 291437

DOVER, DE

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:71c10ac6-f93b-fffd-e086-fd091a9aeeca

Data as of Aug 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:00 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID FRANKLIN BOOTHE

n/a

DOVER, DE

ANNA CHRISTINA HIBBITT

n/a

DOVER, DE

n/a

Daniel Henry Paul Venable

n/a

DOVER, DE

n/a

RACHEL ELIZABETH BENTON

n/a

DOVER, DE

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOOTHE, DAVID, FRANKLIN

President

yes

06/2005

Jan 17, 2018

Nov 6, 2024

BOOTHE, LISA, ANN

CHIEF FINANCIAL OFFICER

06/2005

Dec 10, 2020

Nov 6, 2024

HIBBITT, ANNA, CHRISTINA

CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER

02/2018

Dec 10, 2020

Nov 6, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 26, 2026

$369M

$366M

n/a

2024

Feb 18, 2025

$283M

$280M

n/a

2023

Feb 1, 2024

$239M

$236M

n/a

2022

Feb 14, 2023

$189M

$186M

n/a

2021

Mar 9, 2022

$227M

$224M

n/a

2020

Feb 18, 2021

$192M

$188M

n/a

2019

Mar 31, 2020

$140M

n/a

2018

Mar 13, 2019

$124M

$113M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$425M

$283M

50.3%

$189M

31.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WELLS FARGO ADVISORS

Apr 4, 2018

Feb 26, 2018

DOVER, DE

Team lift out

Wirehouse to new firm

0.1%