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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 100m 1b

BOLTON INVESTMENT

BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC., CRD 104684

TOWSON, MD

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:bfdde086-d6d4-295b-e780-f9dcc72dde0b

Data as of Mar 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 3
On other graphs: 0
Observed: Mar 30, 2012 to Mar 28, 2026
27 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: institutional managerderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=1.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $249MItem 5.F on the latest filing (2026-03-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $249M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $35.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 7
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 9
SEC number: 801-46685
CRD: 104684
Filings on the tape: 27
First filed: Mar 30, 2012
Latest filed: Mar 28, 2026
Organised: Corporation, MD
Website: boltonusa.com

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
CLYDE LAMB RANDALL	Chartered Financial Analyst	TOWSON, MD	18	31	1	no
MICHAEL PATRICK BECZKOWSKI	n/a	TOWSON, MD	2	34	n/a	no
ALTON DEMPSEY FRYER	n/a	TOWSON, MD	1	28	2	no
Joseph Nathan Stevens	Chartered Financial Analyst	TOWSON, MD	1	18	n/a	no
GIOVANNI FORTE	n/a	TOWSON, MD	0	13	3	no
CHRISTOPHER GRAHAM BOLTON	n/a	Boulder, CO \| TOWSON, MD	0	18	n/a	no
Holly Theresa Turner	n/a	TOWSON, MD	0	18	3	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
BOD GROUP, INC.	PARENT COMPANY	E	yes	12/2003	Mar 30, 2012	Jun 6, 2024
BOLTON, ROBERT, GRAHAM	Owner	E	yes	03/2009	Mar 30, 2012	Jun 6, 2024
BOLTON, CHRISTOPHER, GRAHAM	PRESIDENT/CHIEF COMPLIANCE OFFICER	Na	no	03/2019	Mar 30, 2012	Jun 6, 2024

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
BOLTON PARTNERS, INC.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Boulder	Co	United States	1	no
BLUE BELL	Pa	United States	1	no

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
2025	Mar 28, 2026	$249M	$249M	11	7	1	n/a	n/a
2024	Mar 24, 2025	$139M	$139M	10	8	2	n/a	n/a
2023	Mar 26, 2024	$61.0M	$61.0M	9	7	1	n/a	n/a
2022	Mar 10, 2023	$37.4M	$37.4M	9	7	1	n/a	n/a
2021	Mar 2, 2022	$52.7M	$52.7M	9	7	1	n/a	n/a
2020	Mar 15, 2021	$40.3M	$40.3M	8	6	0	n/a	n/a
2019	Mar 16, 2020	$28.1M	$28.1M	7	5	0	n/a	n/a
2018	Mar 15, 2019	$12.1M	$12.1M	9	5	0	n/a	n/a
2017	Mar 21, 2018	$12.5M	$12.5M	8	6	0	n/a	n/a
2016	Mar 28, 2017	$9.9M	$9.9M	8	5	n/a	n/a	n/a
2015	Mar 16, 2016	$9.9M	$9.9M	5	3	n/a	n/a	n/a
2014	Mar 24, 2015	n/a	n/a	5	3	n/a	n/a	n/a
2013	Mar 28, 2014	n/a	n/a	6	4	n/a	n/a	n/a
2012	Mar 27, 2013	n/a	n/a	5	4	n/a	n/a	n/a
2011	Mar 30, 2012	$2.3B	$0	n/a	n/a	n/a	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
2	1	1	14.3%	0	0	0	3	1

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	$249M	$139M	79.8%	$37.4M	88.2%	11	10	1	2

Relationships

Registered with (9)

← Holly Theresa TurnerAdvisorregistration: previous registration
May 27, 2016 to Jun 22, 2021factForm ADV
← CHRISTOPHER GRAHAM BOLTONAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← GIOVANNI FORTEAdvisorregistration: current employment
Dec 4, 2025 to presentfactForm ADV
← Joseph Nathan StevensAdvisorregistration: current employment
Jun 23, 2025 to presentfactForm ADV
← ALTON DEMPSEY FRYERAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← MICHAEL PATRICK BECZKOWSKIAdvisorregistration: current employment
Feb 15, 2024 to presentfactForm ADV
← CLYDE LAMB RANDALLAdvisorregistration: current employment
Mar 5, 2008 to presentfactForm ADV
← Ella J SmithAdvisorregistration: previous registration
May 16, 2024 to Jan 21, 2026factForm ADV
← Maria Victoria ArabskyjAdvisorregistration: previous registration
Feb 25, 2022 to May 19, 2022factForm ADV

Controls (2)

← BOLTON, ROBERT, GRAHAMOwnerOWNER, ownership code E, individual
Mar 30, 2012 to Jun 6, 2024factForm ADV
← BOD GROUP, INC.OwnerPARENT COMPANY, ownership code E, domestic entity
Mar 30, 2012 to Jun 6, 2024factForm ADV

Owns (1)

← BOLTON, CHRISTOPHER, GRAHAMOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2012 to Jun 6, 2024factForm ADV

Dated events

Occurred
Mar 28, 2026
Regulatory AUM changed
Bolton Investment reported RAUM $249.1M, up 80% from $138.5M (2025-03-24 to 2026-03-28)
Form ADVobserved 3 days ago
$111M
Occurred
Jan 21, 2026
Advisor changed firm
Ella J Smith left Bolton Investment for Nationwide Investment Advisors, Llc (registered 2026-06-22)
Form ADVobserved 3 days ago
Occurred
May 19, 2022
Advisor changed firm
Maria Victoria Arabskyj left Bolton Investment for Lpl Financial Llc (registered 2022-06-22)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bfdde086-d6d4-295b-e780-f9dcc72dde0b
First observed: Mar 30, 2012
Last observed: Mar 28, 2026 5 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.

BOLTON INVESTMENT

BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC., CRD 104684

TOWSON, MD

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:bfdde086-d6d4-295b-e780-f9dcc72dde0b

Data as of Mar 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:57 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CLYDE LAMB RANDALL

Chartered Financial Analyst

TOWSON, MD

MICHAEL PATRICK BECZKOWSKI

n/a

TOWSON, MD

n/a

ALTON DEMPSEY FRYER

n/a

TOWSON, MD

Joseph Nathan Stevens

Chartered Financial Analyst

TOWSON, MD

n/a

GIOVANNI FORTE

n/a

TOWSON, MD

CHRISTOPHER GRAHAM BOLTON

n/a

Boulder, CO | TOWSON, MD

n/a

Holly Theresa Turner

n/a

TOWSON, MD

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOD GROUP, INC.

PARENT COMPANY

yes

12/2003

Mar 30, 2012

Jun 6, 2024

BOLTON, ROBERT, GRAHAM

Owner

yes

03/2009

Mar 30, 2012

Jun 6, 2024

BOLTON, CHRISTOPHER, GRAHAM

PRESIDENT/CHIEF COMPLIANCE OFFICER

03/2019

Mar 30, 2012

Jun 6, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BOLTON PARTNERS, INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Boulder

United States

BLUE BELL

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 28, 2026

$249M

n/a

2024

Mar 24, 2025

$139M

n/a

2023

Mar 26, 2024

$61.0M

n/a

2022

Mar 10, 2023

$37.4M

n/a

2021

Mar 2, 2022

$52.7M

n/a

2020

Mar 15, 2021

$40.3M

n/a

2019

Mar 16, 2020

$28.1M

n/a

2018

Mar 15, 2019

$12.1M

n/a

2017

Mar 21, 2018

$12.5M

n/a

2016

Mar 28, 2017

$9.9M

n/a

2015

Mar 16, 2016

$9.9M

n/a

2014

Mar 24, 2015

n/a

2013

Mar 28, 2014

n/a

2012

Mar 27, 2013

n/a

2011

Mar 30, 2012

$2.3B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

14.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$249M

$139M

79.8%

$37.4M

88.2%