BOOTH FINANCIAL

Overview

Booth Financial is a small, independent registered investment adviser operating as a limited liability company. Its client mix spans high-net-worth individuals and families as well as some institutional relationships, and the firm bills through both a percentage-of-assets model and fixed fees. Primary client services include financial planning, ongoing portfolio management for individuals and small businesses, and investor education through seminars and workshops. Investment activity centers on publicly traded pooled vehicles — mutual funds and other public funds are the dominant building blocks of client portfolios — while alternatives are deployed selectively through third‑party managers. Booth Financial is not positioned as an ESG-focused advisor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices