{
  "crd_number": 319387,
  "slug": "boggess-asset-management-west-palm-beach-fl-319387",
  "primary_business_name": "BOGGESS ASSET MANAGEMENT",
  "legal_name": "BOGGESS ASSET MANAGEMENT LLC",
  "dbas": [],
  "city": "West Palm Beach",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2023-08-24",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2025-02-12",
  "carried_forward": false,
  "raum_total": 175000.0,
  "raum_discretionary": 175000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 3,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 175000.0,
      "count": 1
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://bam.llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/319387",
  "city_as_filed": "WEST PALM BEACH",
  "url": "https://advisorcensus.com/firm/boggess-asset-management-west-palm-beach-fl-319387",
  "display_name": "Boggess Asset Management",
  "summary": "Boggess Asset Management is a state-registered investment advisory firm in West Palm Beach, FL, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 12, 2025.",
  "citation": "AdvisorCensus. Boggess Asset Management (CRD 319387): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Boggess Asset Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Boggess Asset Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Boggess Asset Management located?",
      "a": "Boggess Asset Management's principal office is in West Palm Beach, FL, according to its Form ADV."
    },
    {
      "q": "Is Boggess Asset Management registered with the SEC or a state?",
      "a": "Boggess Asset Management is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 319387."
    },
    {
      "q": "How much does Boggess Asset Management manage?",
      "a": "Boggess Asset Management reports $175,000 in regulatory assets under management in its Form ADV filing dated February 12, 2025 (100% discretionary)."
    },
    {
      "q": "What types of clients does Boggess Asset Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Does Boggess Asset Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/319387"
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-06-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-10-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 175000.0,
      "total_employees": 3,
      "filing_date": "2025-02-12"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/boggess-asset-management-west-palm-beach-fl-319387.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 175000.0
    }
  ],
  "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/319387",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}