RIA Intel›Advisers›Maine›BOGUE ASSET MANAGEMENT, LLC

BOGUE ASSET MANAGEMENT, LLC

Advisory

ME

Data as of Mar 13, 2026 · Source: SEC Form ADV

Rank in ME

#47

of 58 advisers by AUM

Average account

$331K

across 280 accounts

AUM per adviser

$93M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM

$93M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$93M

Discretionary AUM$0

Non-Discretionary AUM$93M

Discretionary %0%

Total Clients68

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InME, NH, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

68 clients

30 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in ME

Closest by assets under management. All figures from Form ADV.

GUIDANCE POINT RETIREMENT SERVICES, LLC

$88M

LOGBOOK FINANCIAL PLANNING, LLC

$84M

PINE CAPITAL, LLC

$82M

NORTH ATLANTIC CAPITAL CORPORATION

$81M

CORNERSTONE WEALTH PLANNING

NEW GLOUCESTER, ME

$105M

PORTLAND FINANCIAL PLANNING GROUP, LLC

$78M

Get the full picture on BOGUE ASSET MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BOGUE ASSET MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans