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- Custodian
- First Clearing ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-16-2018
- 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.
Reported data analysis
What the numbers show
Between August 26, 2025 and August 31, 2026, reported AUM increased 50.3%, from $283.0M to $425.4M.
Across 5 reported observations, AUM increased 87.4% between November 28, 2022 and August 31, 2026, from $227.0M to $425.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 622 clients, or 155.5 clients per representative. That equates to $684.0K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on August 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full BIG Investment Services record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 3 owners & executives
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RACHEL ELIZABETH BENTON
Financial Advisor
- CRD
- #6391364
Daniel Henry Paul Venable
Partner
- CRD
- #7944296
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $425,429,054 | $263,914 |
| Non-Discretionary | $0 | -- |
| Total | $425,429,054 | $263,914 |
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Separately Managed Accounts
SMA allocation detail is available
BIG Investment Services has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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BIG Investment Services's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.