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.
SEC-registered adviser
Bouvel Investment Partners, LLC
Latest filing Jul 7, 2026
First filing on the tape Nov 10, 2011 · 41 filings
SEC status approved since Jun 3, 2014
RAUM
$374M
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
100%
$374M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$125M
derived; firm RAUM over IAPD count
Employees
4
2 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
41 filings and snapshots on the tape
RAUM$374M as of Jul 7, 2026
Feb 6, 2012$75.2M then
HNW client RAUM$334M as of Jul 7, 2026
Mar 16, 2018$97.0M then
State-registered IARs (5.B.3)2 as of Jul 7, 2026
Feb 6, 20120 then
Employees (5.A)4 as of Jul 7, 2026
Feb 10, 20152 then
Private funds: no history
RAUM +19% over the last fiscal year+22% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Jul 7, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $125MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 69derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.5MderivedHNW RAUM over HNW clients
- Average account
- $493,996derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 1.0derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -3.7%derived
- Compensation
- percentage of assets, hourlyreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 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
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$334M89%
- Individuals$40.1M11%
- Individual clients
- 110reported
- HNW clients
- 96reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 758reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jean Pierre Georges Bouvel | Phoenixville, Pa | Jun 30, 2000 | 44 y | 0 |
| Stephane Eric Bouvel | Park City, Ut | Feb 17, 2005 | 24 y | 1 |
| Malea A HornbackCertified Financial Planner | Phoenixville, Pa | May 12, 2026 | 12 y | 1 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Malea A Hornback from Wealth Planning CorpMay 12, 2026 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Georges Jean Pierre Bouvel · Managing Membercontrolsince 07/2000 · owns 50% to 75%
- Eric Stephane Bouvel · Chief Compliance Officer; Membercontrolsince 01/2015 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Phoenixville, Pa · principal | 3 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 722 to 758Jan 26, 2026 to Mar 26, 2026
- HNW clients · 97 to 96Jan 26, 2026 to Mar 26, 2026
- Individual clients · 117 to 110Jan 26, 2026 to Mar 26, 2026
- Discretionary RAUM · $308M to $367MJan 26, 2026 to Mar 26, 2026
- HNW RAUM · $274M to $334MJan 26, 2026 to Mar 26, 2026
- Individual RAUM · $39.7M to $40.1MJan 26, 2026 to Mar 26, 2026
- Non-discretionary RAUM · $5.8M to $7.1MJan 26, 2026 to Mar 26, 2026
- RAUM · $314M to $374MJan 26, 2026 to Mar 26, 2026
- Accounts · 725 to 722Feb 29, 2024 to Apr 7, 2025
- Advisory activities · 3 to 2Feb 29, 2024 to Apr 7, 2025
- HNW clients · 88 to 97Feb 29, 2024 to Apr 7, 2025
- Individual clients · 135 to 117Feb 29, 2024 to Apr 7, 2025
- Financial planning clients · 1-10 to 1-10Feb 29, 2024 to Apr 7, 2025
- Other offices · 1 to 2Feb 29, 2024 to Apr 7, 2025
- Discretionary RAUM · $262M to $308MFeb 29, 2024 to Apr 7, 2025
- HNW RAUM · $225M to $274MFeb 29, 2024 to Apr 7, 2025
- Individual RAUM · $42.5M to $39.7MFeb 29, 2024 to Apr 7, 2025
- Non-discretionary RAUM · $5.8M to $5.8MFeb 29, 2024 to Apr 7, 2025
- RAUM · $268M to $314MFeb 29, 2024 to Apr 7, 2025
- Accounts · 701 to 725Feb 26, 2023 to Feb 29, 2024
- HNW clients · 75 to 88Feb 26, 2023 to Feb 29, 2024
- Individual clients · 143 to 135Feb 26, 2023 to Feb 29, 2024
- Discretionary RAUM · $203M to $262MFeb 26, 2023 to Feb 29, 2024
- HNW RAUM · $163M to $225MFeb 26, 2023 to Feb 29, 2024
- Individual RAUM · $42.8M to $42.5MFeb 26, 2023 to Feb 29, 2024
- Non-discretionary RAUM · $2.9M to $5.8MFeb 26, 2023 to Feb 29, 2024
- RAUM · $206M to $268MFeb 26, 2023 to Feb 29, 2024
- Accounts · 674 to 701Jan 6, 2023 to Feb 26, 2023
- HNW clients · 80 to 75Jan 6, 2023 to Feb 26, 2023
- Individual clients · 125 to 143Jan 6, 2023 to Feb 26, 2023
- Discretionary RAUM · $274M to $203MJan 6, 2023 to Feb 26, 2023
- HNW RAUM · $233M to $163MJan 6, 2023 to Feb 26, 2023
- Individual RAUM · $45.9M to $42.8MJan 6, 2023 to Feb 26, 2023
- Non-discretionary RAUM · $4.1M to $2.9MJan 6, 2023 to Feb 26, 2023
- RAUM · $278M to $206MJan 6, 2023 to Feb 26, 2023
- Assets in custody · 43007211.0 to unsetJun 1, 2022 to Jan 6, 2023
- Custody of client assets · true to falseJun 1, 2022 to Jan 6, 2023
- Wrap assets (manager) · 0.0 to unsetMar 23, 2022 to May 31, 2022
- Wrap assets (sponsor) · 0.0 to unsetMar 23, 2022 to May 31, 2022
- Accounts · 615 to 674Nov 17, 2021 to Mar 23, 2022
Signals
1 dated events
- Bouvel Investment Partners, Llc filed its initial SEC registration (Form ADV)May 21, 2014 · First SEC registration · 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
- Business email
- info@bouvel.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 610-933-3300reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 610-933-9190reportedpublished by the firm, firm site, Sep 17, 2026
- Website
- BOUVEL.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 610-933-3300reportedpublic record, Form ADV, Jul 7, 2026
- Contact form
- bouvel.com/contactreportedpublished by the firm, firm site, Sep 17, 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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $125Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026