# Boon Investment Group, Inc.

> Boon Investment Group, Inc. is an SEC-registered investment advisory firm in Austin, TX, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated April 13, 2026.

- CRD: 150102
- Filed as: BOON INVESTMENT GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: April 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/150102
- AdvisorCensus page: https://advisorcensus.com/firm/boon-investment-group-inc-austin-tx-150102

## Quick answers

**How is Boon Investment Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Boon Investment Group, Inc. reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Boon Investment Group, Inc. located?**
Boon Investment Group, Inc.'s principal office is in Austin, TX, according to its Form ADV.

**Is Boon Investment Group, Inc. registered with the SEC or a state?**
Boon Investment Group, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 150102.

**How have Boon Investment Group, Inc.'s assets and staff changed since 2024?**
In the Form ADV data for Boon Investment Group, Inc.: Total employees: 2 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Boon Investment Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (100).

**Does Boon Investment Group, Inc. 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/150102

**What changed in Boon Investment Group, Inc.'s recent Form ADV filings?**
In the May 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 100 | $0 |

### Advisory services (Item 5.G)
- Pension consulting services
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- boongroup.com/ & www.linkedin.com/company/the-boon-goup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | Not reported | 2 | April 1, 2024 |
| October 2025 | Not reported | 2 | March 13, 2025 |
| October 2026 | Not reported | 1 | April 13, 2026 |

Total employees: 2 in October 2024 and 1 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Boon Investment Group, Inc. (CRD 150102): Form ADV filing data as of October 2026.