# Bountiful Investment Management LLC

> Bountiful Investment Management LLC is an SEC-registered investment advisory firm in Rumford, RI, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 281437
- Filed as: BOUNTIFUL INVESTMENT MANAGEMENT LLC
- Also doing business as: EUCLID WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Rumford, RI
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281437
- AdvisorCensus page: https://advisorcensus.com/firm/bountiful-investment-management-llc-rumford-ri-281437

## Quick answers

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

**Where is Bountiful Investment Management LLC located?**
Bountiful Investment Management LLC's principal office is in Rumford, RI, according to its Form ADV.

**Is Bountiful Investment Management LLC registered with the SEC or a state?**
Bountiful Investment Management LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 281437.

**How much does Bountiful Investment Management LLC manage?**
Bountiful Investment Management LLC reports $160,517,879 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (0% discretionary).

**How have Bountiful Investment Management LLC's assets and staff changed since 2024?**
In the Form ADV data for Bountiful Investment Management LLC: Regulatory assets under management: $106,067,481 in the October 2024 data and $160,517,879 in the October 2026 data, up 51%. Total employees: 3 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bountiful Investment Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (551); high net worth individuals (9).

**Which custodians does Bountiful Investment Management LLC use?**
Bountiful Investment Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Bountiful Investment Management LLC report any disciplinary disclosures?**
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct), 11.D(2) (another regulator's finding of a violation), and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281437

**Does Bountiful Investment Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 11, 2026 says: "There are no minimum investment amounts or conditions required for establishing an account managed by Bountiful Investment Management."

**What changed in Bountiful Investment Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $131,324,526 to $160,517,879 (+22%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Account minimum: None

> There are no minimum investment amounts or conditions required for establishing an account managed by Bountiful Investment Management.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $160,517,879
- Discretionary: $0
- Non-discretionary: $160,517,879

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 551 | $132,655,666 |
| High net worth individuals | 9 | $27,862,213 |
| 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) | 0 | $0 |
| 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, IL, IN, MA, NC, NH, RI, SC
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(1): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281437

### Websites listed on Form ADV (Item 1.I)
- bountifulim.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $106,067,481 | 3 | March 21, 2024 |
| October 2025 | $131,324,526 | 2 | February 5, 2025 |
| October 2026 | $160,517,879 | 3 | March 11, 2026 |

Regulatory assets under management: $106,067,481 in the October 2024 data and $160,517,879 in the October 2026 data, up 51%.
Total employees: 3 in October 2024 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $131,324,526 to $160,517,879 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bountiful Investment Management LLC (CRD 281437): Form ADV filing data as of October 2026.