RIA Intel›Advisers›Massachusetts›BOLTON SECURITIES CORP

BOLTON SECURITIES CORP

Advisory

N·BOLTON, MA

Data as of Feb 9, 2026 · Source: SEC Form ADV

Total AUM

$7.0B

1-Year AUM Growth

+19.7%

3-Year CAGR

+16.6%

Employees

116

Assets Under Management

Total AUM$7.0B

Discretionary AUM$3.7B

Non-Discretionary AUM$3.3B

Discretionary %53%

Total Clients6,977

Team

Total Employees116

Investment Advisers154

Employee Growth (1Y)+12.8%

Filing History

Total Filings on Record70

First FilingJun 23, 2006

Latest FilingFeb 9, 2026

🔒 Full AUM trend chart and 70 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BOLTON SECURITIES CORP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.