Bolton Partners Investment Consulting Group, Inc.
- Regulatory AUM
- $249M
- Discretionary
- $249M
- Clients
- 9
- Avg AUM / client
- $27.7M
- Accounts
- 9
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Mar 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 8 | $247M | 99.2% |
| Charitable organizations | 1 | $2.1M | 0.83% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Carpenters Local No 491 Pension Plan Trustees Of Carpenters Local No 491 Plan | Sparks, MD | 2024 |
| Carpenters Local Union No 491 Annuity Plan Carpenters Local No 491 Annuity Plan | Sparks, MD | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bolton, Robert, Graham | Owner | Mar 2009 (17y) | ≈ 56.25% – 100% via Bod Group, Inc. | |
| Christopher Graham Bolton | President/Chief Compliance Officer | Mar 2019 (7y) | Less than 5% | |
| Clyde Lamb Randall | Registered representative | CFA | Mar 2008 (18y) | |
| Michael Patrick Beczkowski | Registered representative | Feb 2024 (2y) | ||
| Alton Dempsey Fryer | Registered representative | Jan 2025 (2y) | ||
| Joseph Nathan Stevens | Registered representative | CFA | Jun 2025 (1y) | |
| Giovanni Forte | Registered representative | Dec 2025 (1y) | ||
| Holly Theresa Turner | Registered representative | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bod Group, Inc. | Parent Company | Dec 2003 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bolton, Robert, Graham: 75% – 100% of Bod Group, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Carpenters Local No 491 Pension Plan | Trustees Of Carpenters Local No 491 Plan | 442 | $72.5M | 07/01/2024 |
| Carpenters Local Union No 491 Annuity Plan | Carpenters Local No 491 Annuity Plan | 1,130 | $37.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/28/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Lincoln National Corporation $118M (47% of AUM) Mar 2026
- Principal Financial $61.0M (24% of AUM) Mar 2026
- Great West Financial $35.1M (14% of AUM) Mar 2026
- Pnc Wealth Management $32.0M (13% of AUM) Mar 2026
- Pnc Investments Llc $28.3M (20% of AUM) Mar 2025
- Lincoln Financial Group Trust Company, Inc. $12.5M (100% of AUM) Mar 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 28, 2026.
View current Form ADV (SEC/IAPD) ↗