Bolton Investment
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 104684
- SEC number
- 801-46685
- Firm type
- RIA
- Assets under management
- $249.1M as of Mar 28, 2026
- Website
- boltonusa.com ↗
- Phone
- 410 547-0500
- Address
- 1 W. Pennsylvania Ave., Towson, MD, 21204
Advisors at this firm
7 in our index · page 1 of 1
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Michael Patrick BeczkowskiCRD 2174721 · Towson, MDIA RegisteredRegistration inactive
-
Christopher Graham BoltonCRD 5655577 · Towson, MDIA Registered
-
Giovanni ForteCRD 5981423 · Towson, MDIA RegisteredRegistration inactive
-
Alton Dempsey FryerCRD 2940723 · Towson, MDIA RegisteredRegistration inactive
-
Clyde Lamb RandallCRD 2658542 · Towson, MDIA Registered
-
Joseph Nathan StevensCRD 8117081 · Towson, MDIA Registered
-
Holly Theresa TurnerCRD 6449080 · Towson, MDIA Registered
1–7 of 7
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 104684 ↗
FINRA BrokerCheck record for firm CRD 104684 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.