# Big Investment Services

> 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.

- CRD: 291437
- Filed as: BIG INVESTMENT SERVICES
- Legal name: Boothe Investment Group, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dover, DE
- Filing period: October 2026
- Form ADV filing dated: August 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/291437
- AdvisorCensus page: https://advisorcensus.com/firm/big-investment-services-dover-de-291437

## Quick answers

**How is Big Investment Services compensated?**
On its Form ADV (Item 5.E, October 2026), Big Investment Services reports these compensation arrangements: a percentage of assets under its management.

**What does Big Investment Services' brochure say about its fees?**
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.

**Where is Big Investment Services located?**
Big Investment Services' principal office is in Dover, DE, according to its Form ADV.

**Is Big Investment Services registered with the SEC or a state?**
Big Investment Services is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 291437.

**How much does Big Investment Services manage?**
Big Investment Services reports $425,429,054 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (100% discretionary).

**How have Big Investment Services' assets and staff changed since 2021?**
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.

**What types of clients does Big Investment Services serve?**
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).

**Which custodians does Big Investment Services use?**
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.

**Does Big Investment Services report any disciplinary disclosures?**
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

**Does Big Investment Services state an account minimum?**
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."

**What changed in Big Investment Services' recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated August 31, 2026)

- 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

> 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%

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> We do have a minimum account size requirement of $250,000, however we may waive this at our discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Wells Fargo Clearing Services, LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $425,429,054
- Discretionary: $425,429,054
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 507 | $156,800,052 |
| High net worth individuals | 110 | $258,775,897 |
| Charitable organizations | 5 | $9,853,105 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2018 (8 years)
- Employees: 9 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: DE, FL, MD, NC, NH, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- abigplan.com
- Facebook @BIGINVESTMENTSERVICES
- Instagram @biginvestmentservices
- LinkedIn @david-boothe-57b80a162
- X @services_big

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $191,990,000 | 4 | September 10, 2021 |
| October 2022 | $226,976,000 | 5 | September 21, 2022 |
| October 2023 | $189,213,138 | 5 | February 14, 2023 |
| October 2024 | $238,551,314 | 5 | August 15, 2024 |
| October 2025 | $282,971,681 | 5 | February 18, 2025 |
| October 2026 | $425,429,054 | 9 | August 31, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- Regulatory assets under management went from $369,314,218 to $425,429,054 (+15%).
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Regulatory assets under management went from $282,971,681 to $369,314,218 (+31%).
- Registered or notice-filed in SC.

### December 2025
- Employees performing advisory functions went from 1 to 4.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Big Investment Services (CRD 291437): Form ADV filing data as of October 2026.