{
  "crd_number": 108436,
  "slug": "bouvel-investment-partners-llc-phoenixville-pa-108436",
  "primary_business_name": "BOUVEL INVESTMENT PARTNERS, LLC",
  "legal_name": "BOUVEL INVESTMENT PARTNERS, LLC",
  "dbas": [],
  "city": "Phoenixville",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-06-03",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-07-07",
  "carried_forward": false,
  "raum_total": 374449027.0,
  "raum_discretionary": 367377405.0,
  "raum_non_discretionary": 7071622.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 40084184.0,
      "count": 110
    },
    "high_net_worth_individuals": {
      "raum": 334364843.0,
      "count": 96
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "IN",
    "ME",
    "NC",
    "NH",
    "NJ",
    "NY",
    "PA",
    "TX",
    "UT",
    "VA"
  ],
  "websites": [
    "https://bouvel.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108436",
  "city_as_filed": "PHOENIXVILLE",
  "url": "https://advisorcensus.com/firm/bouvel-investment-partners-llc-phoenixville-pa-108436",
  "display_name": "Bouvel Investment Partners, LLC",
  "summary": "Bouvel Investment Partners, LLC is an SEC-registered investment advisory firm in Phoenixville, PA, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 7, 2026.",
  "citation": "AdvisorCensus. Bouvel Investment Partners, LLC (CRD 108436): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Bouvel Investment Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bouvel Investment Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "What does Bouvel Investment Partners, LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated July 7, 2026 states: Asset-based fee: 0.5% to 1.75% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Bouvel Investment Partners, LLC located?",
      "a": "Bouvel Investment Partners, LLC's principal office is in Phoenixville, PA, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Bouvel Investment Partners, LLC registered with the SEC or a state?",
      "a": "Bouvel Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 108436."
    },
    {
      "q": "How much does Bouvel Investment Partners, LLC manage?",
      "a": "Bouvel Investment Partners, LLC reports $374,449,027 in regulatory assets under management in its Form ADV filing dated July 7, 2026 (98% discretionary)."
    },
    {
      "q": "How have Bouvel Investment Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Bouvel Investment Partners, LLC: Regulatory assets under management: $234,312,900 in the October 2021 data and $374,449,027 in the October 2026 data, up 60%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bouvel Investment Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (110); high net worth individuals (96)."
    },
    {
      "q": "Which custodians does Bouvel Investment Partners, LLC use?",
      "a": "Bouvel Investment Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Advisor Solutions LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Bouvel Investment Partners, LLC report any disciplinary disclosures?",
      "a": "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/108436"
    },
    {
      "q": "Does Bouvel Investment Partners, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 7, 2026 says: \"Bouvel generally imposes an account minimum of $50,000 for investment advisory services.\""
    },
    {
      "q": "What changed in Bouvel Investment Partners, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $313,835,532 to $374,449,027 (+19%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 234312900.0,
      "total_employees": 4,
      "filing_date": "2021-02-02"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 278499533.0,
      "total_employees": 4,
      "filing_date": "2022-06-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 205750336.0,
      "total_employees": 4,
      "filing_date": "2023-02-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 267902505.0,
      "total_employees": 4,
      "filing_date": "2024-02-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 313835532.0,
      "total_employees": 4,
      "filing_date": "2025-04-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 374449027.0,
      "total_employees": 4,
      "filing_date": "2026-07-07"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $313,835,532 to $374,449,027 (+19%)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Added an office in Park City, UT."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 7, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 1.75% a year",
    "stated_maximum": null,
    "account_minimum": "$50,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 1.75% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "If a client engages Bouvel to provide discretionary or non -discretionary investment advisory services on a negotiable fee basis, Bouvel’s annual investment advisory fee is based upon a percentage (%) of the market value of assets under Bouvel’s management (generally between 0.50% and 1.75%) to be charged quarterly in advance."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $50,000"
        ],
        "quotes": [
          "Bouvel generally imposes an account minimum of $50,000 for investment advisory services."
        ]
      }
    ],
    "quotes": [
      "If a client engages Bouvel to provide discretionary or non -discretionary investment advisory services on a negotiable fee basis, Bouvel’s annual investment advisory fee is based upon a percentage (%) of the market value of assets under Bouvel’s management (generally between 0.50% and 1.75%) to be charged quarterly in advance.",
      "Bouvel generally imposes an account minimum of $50,000 for investment advisory services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Pershing Advisor Solutions LLC",
      "name_as_filed": "PERSHING ADVISOR SOLUTIONS LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/bouvel-investment-partners-llc-phoenixville-pa-108436.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 110,
      "fewer_than_5": false,
      "raum": 40084184.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 96,
      "fewer_than_5": false,
      "raum": 334364843.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108436",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}