{
  "crd_number": 291437,
  "slug": "big-investment-services-dover-de-291437",
  "primary_business_name": "BIG INVESTMENT SERVICES",
  "legal_name": "BOOTHE INVESTMENT GROUP, INC.",
  "dbas": [],
  "city": "Dover",
  "state": "DE",
  "country": "United States",
  "cbsa_code": "20100",
  "metro": {
    "cbsa_code": "20100",
    "common_name": "Dover",
    "msa_name": "Dover, DE",
    "path": "/advisors/de/dover"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-02-16",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-08-31",
  "carried_forward": false,
  "raum_total": 425429054.0,
  "raum_discretionary": 425429054.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 9,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 9853105.0,
      "count": 5
    },
    "individuals": {
      "raum": 156800052.0,
      "count": 507
    },
    "high_net_worth_individuals": {
      "raum": 258775897.0,
      "count": 110
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "DE",
    "FL",
    "MD",
    "NC",
    "NH",
    "PA",
    "SC",
    "TX",
    "VA"
  ],
  "websites": [
    "https://abigplan.com",
    "https://facebook.com/BIGINVESTMENTSERVICES",
    "https://instagram.com/biginvestmentservices",
    "https://linkedin.com/in/david-boothe-57b80a162",
    "https://x.com/services_big"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/291437",
  "city_as_filed": "DOVER",
  "url": "https://advisorcensus.com/firm/big-investment-services-dover-de-291437",
  "display_name": "Big Investment Services",
  "summary": "Big Investment Services is an SEC-registered investment advisory firm in Dover, DE, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 31, 2026.",
  "citation": "AdvisorCensus. Big Investment Services (CRD 291437): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Big Investment Services compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Big Investment Services reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does Big Investment Services' brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated August 31, 2026 states: Up to $999,999: 1.25% a year; $1,000,000 to $3,000,000: 0.95% a year; Above $3,000,001: 0.75% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Big Investment Services located?",
      "a": "Big Investment Services' principal office is in Dover, DE, according to its Form ADV."
    },
    {
      "q": "Is Big Investment Services registered with the SEC or a state?",
      "a": "Big Investment Services is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 291437."
    },
    {
      "q": "How much does Big Investment Services manage?",
      "a": "Big Investment Services reports $425,429,054 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Big Investment Services' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Big Investment Services: Regulatory assets under management: $191,990,000 in the October 2021 data and $425,429,054 in the October 2026 data, up 122%. Total employees: 4 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Big Investment Services serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (507); high net worth individuals (110); charitable organizations (5)."
    },
    {
      "q": "Which custodians does Big Investment Services use?",
      "a": "Big Investment Services' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Wells Fargo Clearing Services, LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Big Investment Services report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/291437"
    },
    {
      "q": "Does Big Investment Services state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated August 31, 2026 says: \"We do have a minimum account size requirement of $250,000, however we may waive this at our discretion.\""
    },
    {
      "q": "What changed in Big Investment Services' recent Form ADV filings?",
      "a": "In the September 2026 filing data: Regulatory assets under management went from $369,314,218 to $425,429,054 (+15%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 191990000.0,
      "total_employees": 4,
      "filing_date": "2021-09-10"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 226976000.0,
      "total_employees": 5,
      "filing_date": "2022-09-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 189213138.0,
      "total_employees": 5,
      "filing_date": "2023-02-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 238551314.0,
      "total_employees": 5,
      "filing_date": "2024-08-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 282971681.0,
      "total_employees": 5,
      "filing_date": "2025-02-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 425429054.0,
      "total_employees": 9,
      "filing_date": "2026-08-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Regulatory assets under management went from $369,314,218 to $425,429,054 (+15%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $282,971,681 to $369,314,218 (+31%).",
        "Registered or notice-filed in SC."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 1 to 4."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 31, 2026",
    "tiers": [
      {
        "band": "Up to $999,999",
        "rate": "1.25%"
      },
      {
        "band": "$1,000,000 to $3,000,000",
        "rate": "0.95%"
      },
      {
        "band": "Above $3,000,001",
        "rate": "0.75%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $999,999: 1.25% a year",
          "$1,000,000 to $3,000,000: 0.95% a year",
          "Above $3,000,001: 0.75% a year"
        ],
        "quotes": [
          "Account Value Annual Advisory Fee Less than $1,000,000 1.25% $1,000,000 - $3,000,000 0.95% $3,000,001 and Above 0.75%"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "We do have a minimum account size requirement of $250,000, however we may waive this at our discretion."
        ]
      }
    ],
    "quotes": [
      "Account Value Annual Advisory Fee Less than $1,000,000 1.25% $1,000,000 - $3,000,000 0.95% $3,000,001 and Above 0.75%",
      "We do have a minimum account size requirement of $250,000, however we may waive this at our discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Wells Fargo Clearing Services, LLC",
      "name_as_filed": "WELLS FARGO CLEARING SERVICES, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/big-investment-services-dover-de-291437.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 507,
      "fewer_than_5": false,
      "raum": 156800052.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 110,
      "fewer_than_5": false,
      "raum": 258775897.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 9853105.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/291437",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}