Booth Asset Management, LLC

Overview

Booth Asset Management, LLC operates as an independent registered investment adviser serving individual and family clients with a fee model based on a percentage of assets under management. The firm focuses on financial planning and portfolio management for individuals and small businesses, and it runs predominantly non‑discretionary relationships—clients retain final trade authority while the adviser provides recommendations and portfolio construction. Investment activity centers on pooled public vehicles rather than direct-stock strategies. The firm’s allocation approach favors mutual funds and other public funds as core building blocks for client portfolios, supplemented by select third‑party hedge fund exposures for diversification. Booth Asset Management is not positioning itself as a capital allocator, pension consultant, or multi‑state advisory platform, and it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices