RIA Intel›Advisers›Illinois›BOS ASSET MANAGEMENT, LLC

BOS ASSET MANAGEMENT, LLC

Advisory

N·SPRINGFIELD, IL

Data as of Apr 1, 2026 · Source: SEC Form ADV

Total AUM

$933M

1-Year AUM Growth

+10.9%

3-Year CAGR

+17.8%

Employees

8

Assets Under Management

Total AUM$933M

Discretionary AUM$854M

Non-Discretionary AUM$79M

Discretionary %91.6%

Total Clients552

Team

Total Employees8

Investment Advisers11

Employee Growth (1Y)+16.7%

Filing History

Total Filings on Record17

First FilingOct 21, 2020

Latest FilingApr 1, 2026

🔒 Full AUM trend chart and 17 historical filings spanning 6+ 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 BOS ASSET MANAGEMENT, LLC

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