# Boggess Asset Management

> 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.

- CRD: 319387
- Filed as: BOGGESS ASSET MANAGEMENT
- Legal name: Boggess Asset Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: West Palm Beach, FL
- Filing period: October 2026
- Form ADV filing dated: February 12, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/319387
- AdvisorCensus page: https://advisorcensus.com/firm/boggess-asset-management-west-palm-beach-fl-319387

## Quick answers

**How is Boggess Asset Management compensated?**
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.

**Where is Boggess Asset Management located?**
Boggess Asset Management's principal office is in West Palm Beach, FL, according to its Form ADV.

**Is Boggess Asset Management registered with the SEC or a state?**
Boggess Asset Management is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 319387.

**How much does Boggess Asset Management manage?**
Boggess Asset Management reports $175,000 in regulatory assets under management in its Form ADV filing dated February 12, 2025 (100% discretionary).

**What types of clients does Boggess Asset Management serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Boggess Asset Management report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $175,000
- Discretionary: $175,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $175,000 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bam.llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | Not reported | Not reported | June 28, 2022 |
| October 2023 | Not reported | Not reported | October 4, 2023 |
| October 2026 | $175,000 | 3 | February 12, 2025 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Boggess Asset Management (CRD 319387): Form ADV filing data as of October 2026.