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
Booster Asset Management, LLC
Latest filing Feb 5, 2026
First filing on the tape Feb 28, 2024 · 7 filings
SEC status approved since Jul 1, 2024
RAUM
$346M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$346M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$346M as of Feb 5, 2026
Jan 31, 2025$100,000 then
HNW client RAUM$0 as of Feb 5, 2026
Jan 31, 2025$0 then
State-registered IARs (5.B.3)2 as of Feb 5, 2026
Jan 31, 20251 then
Employees (5.A)2 as of Feb 5, 2026
Jan 31, 20251 then
Private funds: no history
RAUM +345951% over the last fiscal yearIARs 1 to 2
Practice profile
derived from the filing of Feb 5, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $346MderivedRAUM 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
- $346MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +345951%derivedbetween the last two annual amendments
- Advisor growth, one year
- +100%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for investment companiesreportedItem 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
- Investment companies$346M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 1reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Cory John Grebe | Wheaton, Il | Dec 12, 2025 | 10 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
- Cory John Grebe from First Trust Advisors LPDec 12, 2025 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Lee Matthew Lovett · Ccocontrolsince 07/2024 · owns less than 5%
- "Dean" Nadim Zayed · Ceo/ Trusteecontrolsince 02/2024 · owns less than 5%
- "Dean" Nadim Zayed · Trusteecontrolsince 02/2024 · owns F of Nadim "Dean" Zayed, Trustee, Under The Nadim "Dean" Zayed Living Trust, Dated May 1, 2003
Entity owners
- Zayed Ria, LLC · Shareholderdirect · owns 75% or more
- Nadim "Dean" Zayed, Trustee, Under The Nadim "Dean" Zayed Living Trust, Dated May 1, 2003 · Shareholderindirect · owns 75% or more of Zayed Ria, LLC
Related persons
Schedule D 7.A
- Brookstone Asset Management, LLCinvestment adviseryRAUM $598M
- Brookstone Capital Management LLCinvestment adviseryRAUM $13B
- Brookstone Wealth Advisors, LLCinvestment advisery
Advisers that list Booster Asset Management, LLC as a related person
- 141413 y
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 1 to 2May 6, 2025 to Feb 5, 2026
- Employees · 1 to 2May 6, 2025 to Feb 5, 2026
- State-registered IARs · 1 to 2May 6, 2025 to Feb 5, 2026
- Discretionary RAUM · $62.3M to $346MMay 6, 2025 to Feb 5, 2026
- RAUM · $62.3M to $346MMay 6, 2025 to Feb 5, 2026
- Financial planning clients · 0 to 0Jan 31, 2025 to May 6, 2025
- Discretionary RAUM · $100,000 to $62.3MJan 31, 2025 to May 6, 2025
- RAUM · $100,000 to $62.3MJan 31, 2025 to May 6, 2025
- Accounts · 0 to 1Jul 10, 2024 to Jan 31, 2025
- Discretionary RAUM · $0 to $100,000Jul 10, 2024 to Jan 31, 2025
- RAUM · $0 to $100,000Jul 10, 2024 to Jan 31, 2025
Signals
3 dated events
- Booster Asset Management, Llc reported RAUM $346.1M, up 456% from $62.3M (2025-05-06 to 2026-02-05)Feb 5, 2026 · RAUM change · derived
- Lee Matthew Lovett (Cco) appeared on Schedule A of Booster Asset Management, LlcJul 2, 2024 · Control person joined · fact
- Booster Asset Management, Llc filed its initial SEC registration (Form ADV)Feb 28, 2024 · 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
- Principal office phone
- 630-653-1400reportedpublic record, Form ADV, Feb 5, 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
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $346Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026