# Bogue Asset Management LLC

> Bogue Asset Management LLC is a state-registered investment advisory firm in North Berwick, ME, registered since 1998, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 118985
- Filed as: BOGUE ASSET MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: North Berwick, ME
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/118985
- AdvisorCensus page: https://advisorcensus.com/firm/bogue-asset-management-llc-north-berwick-me-118985

## Quick answers

**How is Bogue Asset Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bogue Asset Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Bogue Asset Management LLC located?**
Bogue Asset Management LLC's principal office is in North Berwick, ME, according to its Form ADV.

**Is Bogue Asset Management LLC registered with the SEC or a state?**
Bogue Asset Management LLC is a state-registered investment advisory firm, registered since 1998. Status as filed: APPROVED. CRD 118985.

**How much does Bogue Asset Management LLC manage?**
Bogue Asset Management LLC reports $92,677,576 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (0% discretionary).

**What types of clients does Bogue Asset Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (38); high net worth individuals (30).

**Does Bogue Asset Management LLC 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/118985

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $92,677,576
- Discretionary: $0
- Non-discretionary: $92,677,576

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 38 | $22,017,747 |
| High net worth individuals | 30 | $70,659,829 |

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

### Firm details
- Registered since: 1998 (28 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ME, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bogueassetmanagement.com
- LinkedIn @JEFFBOGUE

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bogue Asset Management LLC (CRD 118985): Form ADV filing data as of October 2026.