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- Custodian
- First Clearing ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Fusion pioneerMatrix frontier
- Established Date
- 06-01-2005
- Office Locations
- 1
Office Locations
About BIG Investment Services
BIG Investment Services is a Dover, DE-based wealth manager providing personalized financial planning and portfolio management for individuals and families nationwide. The firm helps clients align investments with goals such as retirement, college funding, charitable giving, and legacy planning, using diversified allocations that include ETFs and mutual funds. Custody is supported through Wells Fargo/First Clearing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID FRANKLIN BOOTHE
Chief Investment Officer, Financial Advisor, President
- CRD
- #4147880
- Ownership
- 75% or more
ANNA CHRISTINA HIBBITT
Chief Compliance Officer
- CRD
- #6012813
- Ownership
- 10% but less than 25%
Signal delta
Element horizon
- CRD
- #93969
- Ownership
- 40.6%
Showing 2 of 4 owners & executives
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RACHEL ELIZABETH BENTON
--
- CRD
- #6391364
Daniel Henry Paul Venable
Partner
- CRD
- #7944296
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $366,226,952 | $254,148 |
| Non-Discretionary | $3,087,266 | $123,491 |
| Total | $369,314,218 | $251,920 |
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Separately Managed Accounts
Total SMA Asset: $369,314,218
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,094,865,796 | 42.1% |
| Equity - Exchange | $1,403,211,768 | 28.2% |
| Cash | $1,477,850,692 | 29.7% |
| Total | $4,975,928,256 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE ELEMENT ZENITH | ZENITH MOMENTUM | QJR6NJNFH | MTTW | 9.23% | $97,906,497 |
| PEAK ZENITH OPTIMA | ATLAS BRIDGE | CT9TQP8RL | BXL | 10.28% | $92,918,650 |
| ALPHA QUANTUM | SIGNAL MOMENTUM | 9P54J7TXD | RWFRV | 7.89% | $104,734,844 |
| EAGLE GLACIER | BRIDGE PRIME | 3ZES945XZ | DDP | 3.65% | $38,347,888 |
| QUANTUM ALPHA OAK | INSIGHT LEGACY | 75MJ2XA1X | CJAK | 8.64% | $78,247,502 |
| DELTA DELTA | CATALYST OAK | NFVI68ZCL | STF | 11.87% | $78,397,058 |
| WAVE ELEMENT NORTH | PIONEER ZENITH | BXQ7ZY25K | MVEW | 10.95% | $28,811,212 |
| OAK HARBOR | QUANTUM VALUE | 807SRAD9J | LFS | 12.46% | $94,785,484 |