BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC.
Legal name: BOLTON INVESTMENT
CRD #104684 SEC #801-46685 TOWSON, MD 410 547-0500
SEC Registered
Total AUM
$138.5M
Discretionary
$138.5M
Employees
10
Clients
--
Accounts
10
Firm Details
- Organization Type
- Corporation
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BANKS, MARSHAL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BANKS, MARSHAL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOLTON, CHRISTOPHER | I | SECRETARY | NA | |
| BOLTON, CHRISTOPHER | I | SECRETARY | NA | |
| BOLTON, CHRISTOPHER | I | SECRETARY | NA | |
| BOLTON, CHRISTOPHER | I | SECRETARY | NA | |
| BOLTON, CHRISTOPHER | I | SECRETARY | NA | Control |
| BOLTON, CHRISTOPHER | I | SECRETARY | NA | |
| BOLTON, CHRISTOPHER | I | SECRETARY | NA | |
| BOLTON, CHRISTOPHER | I | SECRETARY | NA | |
| BOLTON, CHRISTOPHER, GRAHAM | I | SECRETARY | NA | Control |
| BOLTON, CHRISTOPHER, GRAHAM | I | SECRETARY | NA | Control |
| BOLTON, CHRISTOPHER, GRAHAM | I | SECRETARY | NA | Control |
| BOLTON, CHRISTOPHER, GRAHAM | I | SECRETARY | NA | Control |
| BOLTON, CHRISTOPHER, GRAHAM | I | SECRETARY | NA | Control |
| BOLTON, CHRISTOPHER, GRAHAM | I | SECRETARY | NA | Control |
| BOLTON, CHRISTOPHER, GRAHAM | I | SECRETARY | NA | Control |
| BOLTON, CHRISTOPHER, GRAHAM | I | SECRETARY | NA | Control |
| BOLTON, CHRISTOPHER, GRAHAM | I | SECRETARY | NA | Control |
| BOLTON, CHRISTOPHER, GRAHAM | I | SECRETARY/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| BOLTON, CHRISTOPHER, GRAHAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| BOLTON, CHRISTOPHER, GRAHAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| BOLTON, CHRISTOPHER, GRAHAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| BOLTON, CHRISTOPHER, GRAHAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| BOLTON, CHRISTOPHER, GRAHAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| BOLTON, CHRISTOPHER, GRAHAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| BOLTON, CHRISTOPHER, GRAHAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| BOLTON, CHRISTOPHER, GRAHAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| BOLTON, CHRISTOPHER, GRAHAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| BOLTON, CHRISTOPHER, GRAHAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| BOLTON, CHRISTOPHER, GRAHAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOLTON, ROBERT, GRAHAM | I | PRESIDENT | NA | Control |
| BOLTON, ROBERT, GRAHAM | I | PRESIDENT | NA | Control |
| BOLTON, ROBERT, GRAHAM | I | PRESIDENT | NA | Control |
| BOLTON, ROBERT, GRAHAM | I | PRESIDENT | NA | Control |
| BOLTON, ROBERT, GRAHAM | I | PRESIDENT | NA | Control |
| BOLTON, ROBERT, GRAHAM | I | PRESIDENT | NA | Control |
| BOLTON, ROBERT, GRAHAM | I | PRESIDENT | NA | Control |
| BOLTON, ROBERT, GRAHAM | I | PRESIDENT | NA | Control |
| BOLTON, ROBERT, GRAHAM | I | PRESIDENT | NA | Control |
| BOYKIN, CAROLYN, CROKER | I | MANAGING DIRECTOR | NA | |
| BOYKIN, CAROLYN, CROKER | I | PRESIDENT & TREASURER | NA | |
| BOYKIN, CAROLYN, CROKER | I | PRESIDENT & TREASURER | NA | |
| BOYKIN, CAROLYN, CROKER | I | MANAGING DIRECTOR | NA | |
| BOYKIN, CAROLYN, CROKER | I | MANAGING DIRECTOR | NA | |
| BOYKIN, CAROLYN, CROKER | I | PRESIDENT & TREASURER | NA | |
| BOYKIN, CAROLYN, CROKER | I | PRESIDENT & TREASURER | NA | |
| BOYKIN, CAROLYN, CROKER | I | PRESIDENT & TREASURER | NA | |
| BOYKIN, CAROLYN, CROKER | I | PRESIDENT & TREASURER | NA | |
| BOYKIN, CAROLYN, CROKER | I | PRESIDENT & TREASURER | NA | |
| LYBROOK JR., DONALD, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | |
| LYBROOK JR., DONALD, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | |
| LYBROOK JR., DONALD, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | |
| LYBROOK JR., DONALD, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | |
| LYBROOK JR., DONALD, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | |
| LYBROOK JR., DONALD, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | |
| LYBROOK JR., DONALD, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | |
| RANDALL, CLYDE, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | |
| RANDALL, CLYDE, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | |
| RANDALL, CLYDE, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | |
| RANDALL, CLYDE, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | |
| RANDALL, CLYDE, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | |
| RANDALL, CLYDE, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | |
| RANDALL, CLYDE, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | |
| RANDALL, CLYDE, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | |
| RANDALL, CLYDE, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | |
| RANDALL, CLYDE, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | |
| RANDALL, CLYDE, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | |
| RANDALL, CLYDE, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | |
| RANDALL, CLYDE, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | |
| RANDALL, CLYDE, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | |
| RANDALL, CLYDE, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | |
| RANDALL, CLYDE, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | |
| RANDALL, CLYDE, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | |
| RANDALL, CLYDE, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | |
| WAKSMUNSKI, DONALD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOD GROUP, INC. | DE | PARENT COMPANY | E | Control |
| BOD GROUP, INC. | DE | PARENT COMPANY | E | Control |
| BOD GROUP, INC. | DE | PARENT COMPANY | E | Control |
| BOD GROUP, INC. | DE | PARENT COMPANY | E | Control |
| BOD GROUP, INC. | DE | PARENT COMPANY | E | Control |
| BOD GROUP, INC. | DE | PARENT COMPANY | E | Control |
| BOD GROUP, INC. | DE | PARENT COMPANY | E | Control |
| BOD GROUP, INC. | DE | PARENT COMPANY | E | Control |
| BOD GROUP, INC. | DE | PARENT COMPANY | E | Control |
| BOD GROUP, INC. | DE | PARENT COMPANY | E | Control |
| BOD GROUP, INC. | DE | PARENT COMPANY | E | Control |
| BOD GROUP, INC. | DE | PARENT COMPANY | E | Control |
| BOD GROUP, INC. | DE | PARENT COMPANY | E | Control |
| BOD GROUP, INC. | DE | PARENT COMPANY | E | Control |
| BOD GROUP, INC. | DE | PARENT COMPANY | E | Control |
| BOD GROUP, INC. | DE | PARENT COMPANY | E | Control |
| BOD GROUP, INC. | DE | PARENT COMPANY | E | Control |
| BOD GROUP, INC. | DE | PARENT COMPANY | E | Control |
| BOD GROUP, INC. | DE | PARENT COMPANY | E | Control |
| BOD GROUP, INC. | DE | PARENT COMPANY | E | Control |
| BOD GROUP, INC. | DE | PARENT COMPANY | E | Control |
| BOD GROUP, INC. | DE | PARENT COMPANY | E | Control |
| BOD GROUP, INC. | DE | PARENT COMPANY | E | Control |
| BOD GROUP, INC. | DE | PARENT COMPANY | E | Control |
| BOD GROUP, INC. | DE | PARENT COMPANY | E | Control |
| BOD GROUP, INC. | DE | PARENT COMPANY | E | Control |
| BOD GROUP, INC. | DE | PARENT COMPANY | E | Control |
| BOD GROUP, INC. | DE | PARENT COMPANY | E | Control |
| BOD GROUP, INC. | DE | PARENT COMPANY | E | Control |
| BOD GROUP, INC. | DE | PARENT COMPANY | E | Control |
| BOD GROUP, INC. | DE | PARENT COMPANY | E | Control |
| BOD GROUP, INC. | DE | PARENT COMPANY | E | Control |
| BOD GROUP, INC. | DE | PARENT COMPANY | E | Control |
| BOD GROUP, INC. | DE | PARENT COMPANY | E | Control |
| BOLTON, ROBERT, GRAHAM | I | PRESIDENT | E | Control |
| BOLTON, ROBERT, GRAHAM | I | OWNER | E | Control |
| BOLTON, ROBERT, GRAHAM | I | PRESIDENT | E | Control |
| BOLTON, ROBERT, GRAHAM | I | PRESIDENT | E | Control |
| BOLTON, ROBERT, GRAHAM | I | OWNER | E | Control |
| BOLTON, ROBERT, GRAHAM | I | PRESIDENT | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BOLTON, ROBERT, GRAHAM | I | BOD GROUP, INC. | E | Control |
| BOLTON, ROBERT, GRAHAM | I | BOD GROUP, INC. | E | Control |
| BOLTON, ROBERT, GRAHAM | I | BOD GROUP, INC. | E | Control |
| BOLTON, ROBERT, GRAHAM | I | BOD GROUP, INC. | E | Control |
| BOLTON, ROBERT, GRAHAM | I | BOD GROUP, INC. | E | Control |
| BOLTON, ROBERT, GRAHAM | I | BOD GROUP, INC. | E | Control |
| BOLTON, ROBERT, GRAHAM | I | BOD GROUP, INC. | E | Control |
| BOLTON, ROBERT, GRAHAM | I | BOD GROUP, INC. | E | Control |
| BOLTON, ROBERT, GRAHAM | I | BOD GROUP, INC. | E | Control |
| BOLTON, ROBERT, GRAHAM | I | BOD GROUP, INC. | E | Control |
| BOLTON, ROBERT, GRAHAM | I | BOD GROUP, INC. | E | Control |
| BOLTON, ROBERT, GRAHAM | I | BOD GROUP, INC. | E | Control |
| BOLTON, ROBERT, GRAHAM | I | BOD GROUP, INC. | E | Control |
| BOLTON, ROBERT, GRAHAM | I | BOD GROUP, INC. | E | Control |
| BOLTON, ROBERT, GRAHAM | I | BOD GROUP, INC. | E | Control |
| BOLTON, ROBERT, GRAHAM | I | BOD GROUP, INC. | E | Control |
| BOLTON, ROBERT, GRAHAM | I | BOD GROUP, INC. | E | Control |
| BOLTON, ROBERT, GRAHAM | I | BOD GROUP, INC. | E | Control |
| BOLTON, ROBERT, GRAHAM | I | BOD GROUP, INC. | E | Control |
| BOLTON, ROBERT, GRAHAM | I | BOD GROUP, INC. | E | Control |
| BOLTON, ROBERT, GRAHAM | I | BOD GROUP, INC. | E | Control |
| BOLTON, ROBERT, GRAHAM | I | BOD GROUP, INC. | E | Control |
| BOLTON, ROBERT, GRAHAM | I | BOD GROUP, INC. | E | Control |
| BOLTON, ROBERT, GRAHAM | I | BOD GROUP, INC. | E | Control |
| BOLTON, ROBERT, GRAHAM | I | BOD GROUP, INC. | E | Control |
| BOLTON, ROBERT, GRAHAM | I | BOD GROUP, INC. | E | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (6)
CO FL MD PA TX VA
Address
1 W. PENNSYLVANIA AVE.SUITE 600
TOWSON, MD 21204
United States
Phone: 410 547-0500