# Booster, LLC

> Booster, LLC is an SEC-registered investment advisory firm in Baltimore, MD, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 314629
- Filed as: BOOSTER, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Baltimore, MD
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/314629
- AdvisorCensus page: https://advisorcensus.com/firm/booster-llc-baltimore-md-314629

## Quick answers

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

**Where is Booster, LLC located?**
Booster, LLC's principal office is in Baltimore, MD, according to its Form ADV.

**Is Booster, LLC registered with the SEC or a state?**
Booster, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 314629.

**How much does Booster, LLC manage?**
Booster, LLC reports $229,287,257 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (4% discretionary).

**How have Booster, LLC's assets and staff changed since 2022?**
In the Form ADV data for Booster, LLC: Regulatory assets under management: $173,300,000 in the October 2022 data and $229,287,257 in the October 2026 data, up 32%. Total employees: 3 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Booster, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (147); pension and profit sharing plans (but not the plan participants or government pension plans) (29); high net worth individuals (14).

**Which custodians does Booster, LLC use?**
Booster, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Ascensus Financial Services, LLC. as a custodian holding 10% or more of its separately managed account assets.

**Does Booster, 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/314629

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Ascensus Financial Services, LLC.

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: $229,287,257
- Discretionary: $8,840,862
- Non-discretionary: $220,446,395

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 147 | $39,258,958 |
| High net worth individuals | 14 | $29,515,682 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 29 | $160,512,617 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, MD, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- booster401k.com
- LinkedIn @booster-401k

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $173,300,000 | 3 | January 13, 2022 |
| October 2023 | $167,139,402 | 3 | September 5, 2023 |
| October 2024 | $199,653,128 | 3 | January 29, 2024 |
| October 2025 | $239,784,662 | 4 | June 24, 2025 |
| October 2026 | $229,287,257 | 4 | March 4, 2026 |

Regulatory assets under management: $173,300,000 in the October 2022 data and $229,287,257 in the October 2026 data, up 32%.
Total employees: 3 in October 2022 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Booster, LLC (CRD 314629): Form ADV filing data as of October 2026.