RIA Intel›Advisers›North Carolina›BOOTH ASSET MANAGEMENT, LLC

BOOTH ASSET MANAGEMENT, LLC

Advisory

NC

Data as of Jan 29, 2026 · Source: SEC Form ADV

Average account

$162K

across 130 accounts

AUM per adviser

$21M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 29, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$21M

Discretionary AUM$0

Non-Discretionary AUM$21M

Discretionary %0%

Total Clients48

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

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

48 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in NC

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

WALSH CAPITAL LLC

$21M

DARE CAPITAL MANAGEMENT, LLC

$21M

KOPKA FINANCIAL, LLC

$21M

REACH STRATEGIC WEALTH LLC

$22M

INNOVATION PARTNERS LLC.

$22M

ADTIGO INVESTMENT ADVISORS, LLC

$20M

Get the full picture on BOOTH ASSET MANAGEMENT, LLC

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

Create a free account →See plans