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Bolt Financial Group, Inc

CRD 291799SEC# 801-132004Worthington, OH
Export (members)
No longer SEC-registered. Bolt Financial Group, Inc appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$107.6M
Employees
5
Accounts
879
Location
Worthington, OH

Bolt Financial Group, Inc assets under management

Bolt Financial Group, Inc is a registered investment adviser overseen by the SEC based in Worthington, OH. It reports $107.6 million in regulatory assets under management and employs 5 people.

Bolt Financial Group, Inc owners & executives

1 reported
NameTitleOwnershipSince
Shaun Thomas Carney ControlChief Executive Officer & Chief Compliance OfficerOver 75%2017

Frequently asked questions

How much does Bolt Financial Group, Inc manage?

Bolt Financial Group, Inc reports $107.6 million in regulatory assets under management on its Form ADV.

How many employees does Bolt Financial Group, Inc have?

Bolt Financial Group, Inc reports 5 employees.

Where is Bolt Financial Group, Inc located?

Bolt Financial Group, Inc is based in Worthington, OH.

Does Bolt Financial Group, Inc disclose fund performance?

Bolt Financial Group, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5701 North High Street, Suite 100, Worthington, OH 43085
Office hours9:00 a.m. To 4:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$107.6M
Non-discretionary$0
Total (RAUM)$107.6M