Bos Asset Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

310632

SEC number

801-119836

Firm type

RIA

Assets under management

$933.2M as of Apr 1, 2026

Website

bosassetmanagement.com ↗

Phone

833-943-8090

Address

3400 Wabash Avenue, Springfield, IL, 62711

Advisors at this firm

10 in our index · page 1 of 1

• Burton Kelly BurrowsCRD 1295570 · Springfield, IL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Sean Eugene CanadayCRD 1931609 · Springfield, IL
  IA RegisteredRegistration inactive
• Frank Anthony CoffeyCRD 7356693 · Springfield, IL
  IA RegisteredRegistration inactive
• David C HeitbrinkCRD 2083646 · Jacksonville, IL
  IA Registered
• Shannon Colleen JonesCRD 6609647 · Springfield, IL
  IA RegisteredRegistration inactive
• Alexander LudwigCRD 7370873 · Springfield, IL
  IA RegisteredRegistration inactive
• Marcus Corey McglassonCRD 5396146 · Springfield, IL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Michael Craig MetzCRD 2667804 · Palm Coast, FL
  IA RegisteredRegistration inactive
• Wade MathisCRD 7976556 · Jacksonville, IL
  IA Registered
• Caleb Jeffrey SteberCRD 7559285 · Springfield, IL
  IA Registered

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.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.