DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
B••••• I•••••••••
Legal name B••••• P••••••• I••••••••• C••••••••• G••••• I•••
Latest filing Mar 28, 2026
First filing on the tape Mar 30, 2012 · 27 filings
SEC status approved since Jul 6, 1994
RAUM
$249M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$35.6M
derived; firm RAUM over IAPD count
Employees
11
7 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$249M as of Mar 28, 2026
Mar 30, 2012$2.3B then
HNW client RAUM: no history
State-registered IARs (5.B.3)7 as of Mar 28, 2026
Mar 30, 20120 then
Employees (5.A)11 as of Mar 28, 2026
Mar 27, 20135 then
Private funds: no history
RAUM +80% over the last fiscal year+88% a year over threeIARs 7 to 7offices 2 to 1
Practice profile
derived from the filing of Mar 28, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $35.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $27.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 100%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.6derivedItem 5.A over advisors
- Advisors per office
- 3.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +80%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- pension consulting, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$247M99%
- Charitable organizations$2.1M0.8%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- 8reported
- Charitable clients
- 1reported
- Accounts
- 9reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.0 fund_share=0.0 institutional_share=1.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| C•••• L••• R••••••Chartered Financial Analyst | Towson, Md | Mar 5, 2008 | 31 y | 1 |
| M•••••• P•••••• B••••••••• | Towson, Md | Feb 15, 2024 | 34 y | 0 |
| A•••• D•••••• F•••• | Towson, Md | Jan 1, 2025 | 28 y | 2 |
| J••••• N••••• S••••••Chartered Financial Analyst | Towson, Md | Jun 23, 2025 | 18 y | 0 |
| G••••••• F•••• | Towson, Md | Dec 4, 2025 | 13 y | 3 |
| C••••••••• G••••• B••••• | Boulder, Co | Jan 1, 2026 | 18 y | 0 |
| H•••• T•••••• T••••• | Towson, Md | Feb 27, 2026 | 18 y | 3 |
Advisor movement
1 left, 2 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 14% of current headcount1 left over 36 months
Left, latest
- E••• J• S•••• to N••••••••• I••••••••• A•••••••• L••Jan 21, 2026 · Other
- M•••• V••••••• A••••••• to L•• F•••••••• L••May 19, 2022 · Other
- H•••• T•••••• T••••• to J•••• F•••••••• S•••••••Jun 22, 2021 · Other
Joined, latest
- H•••• T•••••• T••••• from G••••••••• A•••••••• L••Feb 27, 2026 · Other
- G••••••• F•••• from M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Dec 4, 2025 · Other
- A•••• D•••••• F•••• from P•••••••• S••••••••• I•••Jan 1, 2025 · Other
- M•••• V••••••• A••••••• from N••••••••• I••••••••• A•••••••• L••Feb 25, 2022 · Other
- C•••• L••• R•••••• from W••••••••• T•••• I••••••••• A•••••••• I•••Mar 5, 2008 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B•••••• R•••••• G••••• · Ownercontrolsince 03/2009 · owns 75% or more of B•• G••••• I•••
- B•••••• C••••••••• G••••• · President/Chief Compliance Officersince 03/2019 · owns less than 5%
Entity owners
- B•• G••••• I••• · Parent Companydirect · owns 75% or more
Related persons
Schedule D 7.A
- B••••• P•••••••• I•••LP sponsorn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Towson, Md · principal | 7 | 3 | 0 | ||
| Blue Bell, Pa | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Blue Bell, PA1 employees
- Boulder, CO1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 28, 2026RAUM (Item 5.F) moved from $138,533,476 to $249,134,519 (+80.0%) between the annual amendments of 2025-03-24 and 2026-03-28; the peer median change was +9.0% (93 comparable advisers, 99.0th percentile of changes)peers: institutional managers, $100M to $500M (93) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 10 to 9Mar 24, 2025 to Mar 28, 2026
- Advisory employees · 8 to 7Mar 24, 2025 to Mar 28, 2026
- Corporate clients · 2.0 to unsetMar 24, 2025 to Mar 28, 2026
- Pension plan clients · 3 to 8Mar 24, 2025 to Mar 28, 2026
- Employees · 10 to 11Mar 24, 2025 to Mar 28, 2026
- Other offices · 2 to 1Mar 24, 2025 to Mar 28, 2026
- Discretionary RAUM · $139M to $249MMar 24, 2025 to Mar 28, 2026
- Pension RAUM · $34.3M to $247MMar 24, 2025 to Mar 28, 2026
- RAUM · $139M to $249MMar 24, 2025 to Mar 28, 2026
- Accounts · 8 to 10Jun 6, 2024 to Mar 24, 2025
- Advisory employees · 7 to 8Jun 6, 2024 to Mar 24, 2025
- Corporate clients · 1 to 2Jun 6, 2024 to Mar 24, 2025
- Pension plan clients · 1 to 3Jun 6, 2024 to Mar 24, 2025
- Employees · 9 to 10Jun 6, 2024 to Mar 24, 2025
- Financial planning clients · unset to Jun 6, 2024 to Mar 24, 2025
- State-registered IARs · 5 to 7Jun 6, 2024 to Mar 24, 2025
- Discretionary RAUM · $61.0M to $139MJun 6, 2024 to Mar 24, 2025
- Pension RAUM · $3.5M to $34.3MJun 6, 2024 to Mar 24, 2025
- RAUM · $61.0M to $139MJun 6, 2024 to Mar 24, 2025
- Other offices · 1 to 2May 2, 2024 to Jun 6, 2024
- Accounts · 6 to 8Jan 23, 2024 to Mar 26, 2024
- Charity clients · unset to 1.0Jan 23, 2024 to Mar 26, 2024
- Pension plan clients · 2 to 1Jan 23, 2024 to Mar 26, 2024
- State-registered IARs · 6 to 5Jan 23, 2024 to Mar 26, 2024
- Discretionary RAUM · $37.4M to $61.0MJan 23, 2024 to Mar 26, 2024
- Pension RAUM · $204,623 to $3.5MJan 23, 2024 to Mar 26, 2024
- RAUM · $37.4M to $61.0MJan 23, 2024 to Mar 26, 2024
- HQ city · BALTIMORE to TOWSONOct 23, 2023 to Jan 23, 2024
- Corporate clients · 2 to 1May 16, 2022 to Mar 10, 2023
- Pension plan clients · 1 to 2May 16, 2022 to Mar 10, 2023
- Discretionary RAUM · $52.7M to $37.4MMay 16, 2022 to Mar 10, 2023
- Pension RAUM · $276,460 to $204,623May 16, 2022 to Mar 10, 2023
- RAUM · $52.7M to $37.4MMay 16, 2022 to Mar 10, 2023
- Accounts · 4 to 6Apr 20, 2021 to Mar 2, 2022
- Advisory employees · 6 to 7Apr 20, 2021 to Mar 2, 2022
- Corporate clients · 1 to 2Apr 20, 2021 to Mar 2, 2022
- Pension plan clients · unset to 1.0Apr 20, 2021 to Mar 2, 2022
- Employees · 8 to 9Apr 20, 2021 to Mar 2, 2022
- State-registered IARs · 7 to 6Apr 20, 2021 to Mar 2, 2022
- Other offices · 0 to 1Apr 20, 2021 to Mar 2, 2022
Signals
3 dated events
- B••••• I••••••••• reported RAUM $249.1M, up 80% from $138.5M (2025-03-24 to 2026-03-28)Mar 28, 2026 · RAUM change · derived
- E••• J• S•••• left B••••• I••••••••• for N••••••••• I••••••••• A•••••••• L•• (registered 2026-06-22)Jan 21, 2026 · Advisor changed firm · fact
- M•••• V••••••• A••••••• left B••••• I••••••••• for L•• F•••••••• L•• (registered 2022-06-22)May 19, 2022 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/boltonusareportedpublic record, Form ADV, Sep 18, 2026
- Website
- b••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 410 547-0500reportedpublic record, Form ADV, Mar 28, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Institutional managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $35.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026