# Bouvel Investment Partners, LLC

> 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.

- CRD: 108436
- Filed as: BOUVEL INVESTMENT PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Phoenixville, PA
- Filing period: October 2026
- Form ADV filing dated: July 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108436
- AdvisorCensus page: https://advisorcensus.com/firm/bouvel-investment-partners-llc-phoenixville-pa-108436

## Quick answers

**How is Bouvel Investment Partners, LLC compensated?**
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.

**What does Bouvel Investment Partners, LLC's brochure say about its fees?**
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.

**Where is Bouvel Investment Partners, LLC located?**
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).

**Is Bouvel Investment Partners, LLC registered with the SEC or a state?**
Bouvel Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 108436.

**How much does Bouvel Investment Partners, LLC manage?**
Bouvel Investment Partners, LLC reports $374,449,027 in regulatory assets under management in its Form ADV filing dated July 7, 2026 (98% discretionary).

**How have Bouvel Investment Partners, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Bouvel Investment Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (110); high net worth individuals (96).

**Which custodians does Bouvel Investment Partners, LLC use?**
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.

**Does Bouvel Investment Partners, 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/108436

**Does Bouvel Investment Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 7, 2026 says: "Bouvel generally imposes an account minimum of $50,000 for investment advisory services."

**What changed in Bouvel Investment Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $313,835,532 to $374,449,027 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated July 7, 2026)

- Asset-based fee: 0.5% to 1.75% a year (a range, as the brochure states it)

> 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.

- Account minimum: $50,000

> Bouvel generally imposes an account minimum of $50,000 for investment advisory services.

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

### Custodians (Schedule D, Section 5.K(3))
- Pershing Advisor Solutions 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: $374,449,027
- Discretionary: $367,377,405
- Non-discretionary: $7,071,622

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 110 | $40,084,184 |
| High net worth individuals | 96 | $334,364,843 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IN, ME, NC, NH, NJ, NY, PA, TX, UT, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Park City, UT

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $234,312,900 | 4 | February 2, 2021 |
| October 2022 | $278,499,533 | 4 | June 1, 2022 |
| October 2023 | $205,750,336 | 4 | February 26, 2023 |
| October 2024 | $267,902,505 | 4 | February 29, 2024 |
| October 2025 | $313,835,532 | 4 | April 7, 2025 |
| October 2026 | $374,449,027 | 4 | July 7, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $313,835,532 to $374,449,027 (+19%).

### February 2026
- Added an office in Park City, UT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bouvel Investment Partners, LLC (CRD 108436): Form ADV filing data as of October 2026.