# Bogart Wealth, LLC

> Bogart Wealth, LLC is an SEC-registered investment advisory firm in McLean, VA, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 283886
- Filed as: BOGART WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: McLean, VA
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283886
- AdvisorCensus page: https://advisorcensus.com/firm/bogart-wealth-llc-mclean-va-283886

## Quick answers

**How is Bogart Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bogart Wealth, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bogart Wealth, LLC located?**
Bogart Wealth, LLC's principal office is in McLean, VA, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Bogart Wealth, LLC registered with the SEC or a state?**
Bogart Wealth, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283886.

**How much does Bogart Wealth, LLC manage?**
Bogart Wealth, LLC reports $3,190,530,230 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (79% discretionary).

**How have Bogart Wealth, LLC's assets and staff changed since 2021?**
In the Form ADV data for Bogart Wealth, LLC: Regulatory assets under management: $1,311,773,467 in the October 2021 data and $3,190,530,230 in the October 2026 data, up 143%. Total employees: 19 in October 2021 and 50 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bogart Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (722); individuals (other than high net worth individuals) (720).

**Which custodians does Bogart Wealth, LLC use?**
Bogart Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Bogart Wealth, LLC 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/283886

**What changed in Bogart Wealth, LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in CO.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $3,190,530,230
- Discretionary: $2,510,632,050
- Non-discretionary: $679,898,180

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 720 | $215,562,402 |
| High net worth individuals | 722 | $2,967,405,453 |
| Charitable organizations | Fewer than 5 | $7,562,375 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 50 total, 29 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, MI, MS, MT, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Houston, TX
- The Woodlands, TX

### Websites listed on Form ADV (Item 1.I)
- bogartwealth.com
- Facebook @BOGARTWEALTH
- Instagram @bogartwealth
- LinkedIn @bogart-wealth
- X @jamesbogart
- YouTube @UCnJo8qibEcMS0Av_-63W7wg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,311,773,467 | 19 | September 8, 2021 |
| October 2022 | $1,925,112,996 | 21 | March 16, 2022 |
| October 2023 | $2,282,219,691 | 28 | March 4, 2023 |
| October 2024 | $2,619,324,099 | 36 | July 1, 2024 |
| October 2025 | $2,679,926,911 | 41 | March 12, 2025 |
| October 2026 | $3,190,530,230 | 50 | September 14, 2026 |

Regulatory assets under management: $1,311,773,467 in the October 2021 data and $3,190,530,230 in the October 2026 data, up 143%.
Total employees: 19 in October 2021 and 50 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in CO.

### April 2026
- Employees performing advisory functions went from 23 to 29.
- Regulatory assets under management went from $2,679,926,911 to $3,190,530,230 (+19%).
- Registered or notice-filed in OK, WV.

### January 2026
- Changed its office addresses in Houston, TX.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bogart Wealth, LLC (CRD 283886): Form ADV filing data as of October 2026.