$3.2B Total AUM
$2.5B Disc. AUM
11.8% 3Y CAGR
50 Employees
1,442 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- VertexAtlas +more
- Established Date
- 06-02-2016
- Office Locations
- 4
Office Locations
1725 Hughes Landing Blvd. Suite 1225 THE Woodlands TX
2010 Corporate Ridge Suite 900 Mclean VA
820 Gessner Road Suite 1110 Houston TX
About Bogart Wealth, LLC
Bogart Wealth, LLC is a fiduciary wealth management and financial planning firm serving successful executives, entrepreneurs, and families. The team takes a highly customized, planning-first approach—building around clients’ full financial picture and goals, then implementing investment and tax-planning strategies without big-institution constraints. The firm publishes “The Bogart Effect” podcast and custodies with Charles Schwab.
Team overview
40 AVG AGE
$110.0M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
3.1 yrs AVG TENURE
50 Employees
29 Advisory Reps
26 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Optima unison Atlas Timber Signal zenith Delta vector Meridian Ridge Catalyst Peak catalyst Vector beacon
Client Personas
Ridge atlas Signal North value
CRM
Crest value
Custodian
Harbor Horizon element Timber glacier Oak wave Oak Foundation beacon Timber Ridge wave Pioneer foundation Fusion Matrix
Fund Managers
Atlas matrix
Investment Themes
Eagle element Optima glacier Pioneer glacier Summit atlas Oak focus Beacon
Investment Vehicles
Wave vertex Unison north Atlas
Platform
Vector legacy
Services
North vector Horizon Foundation matrix Fusion prime Alpha optima Insight vital Catalyst fusion Timber harbor Prime Frontier signal Timber summit Matrix North quantum
Technology
Foundation beacon Pathway Zenith Matrix Meridian Vertex north
Owner & Executives
JAMES EDWARD BOGART
Chief Executive Officer, Financial Advisor, General Partner, Secretary, TREASURER
- CRD
- #5349230
- Ownership
- Less than 5%
(785) 896-1426
capital.meridian@legacycapital.com
in linkedin.com/in/beacon-vertex
D
DOMENICO CONTI
CONTROLLER
- CRD
- --
- Ownership
- Less than 5%
(853) 496-4553
pioneer.pathway@crestcapital.com
in linkedin.com/in/atlas-unison
E
Eagle atlas
Bridge unison
- CRD
- #37554
- Ownership
- 38.7%
(377) 927-7693
vector.north@crestcapital.com
in linkedin.com/in/fusion-meridian
Showing 2 of 7 owners & executives
Unlock allContacts
Chaz Harrison Billak
Advisor
- CRD
- #7944508
(752) 645-5468
delta.eagle@alphacapital.com
in linkedin.com/in/foundation-catalyst
MICHAEL BENITO CAMARA
Vice President
- CRD
- #5232671
(597) 347-5282
insight.legacy@pathwaycapital.com
in linkedin.com/in/catalyst-zenith
V
Vector pathway
Prime optima peak
- CRD
- #11897
(736) 947-8316
north.timber@peakcapital.com
in linkedin.com/in/peak-ridge
Showing 2 of 29 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,510,632,050 | $569,692 |
| Non-Discretionary | $679,898,180 | $305,161 |
| Total | $3,190,530,230 | $480,864 |
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Separately Managed Accounts
Total SMA Asset: $3,190,530,230
Public Funds:
68.6% Equity - Exchange:
17.7% Cash:
13.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,779,160,660 | 68.6% |
| Equity - Exchange | $717,072,065 | 17.7% |
| Cash | $555,021,881 | 13.7% |
| Total | $4,051,254,606 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL ZENITH | TIMBER OAK | D4LM661OC | LLXWS | 2.10% | $113,479,738 |
| WAVE OPTIMA | PIONEER FRONTIER | 3XUQ2I9DB | GEBQT | 5.62% | $62,387,752 |
| FUSION LEGACY HARBOR | CAPITAL VALUE | ILI58QB7H | XJCG | 5.25% | $61,516,840 |
| UNISON BEACON LEGACY | HORIZON OPTIMA | JFSMX052U | WBONW | 9.32% | $59,324,575 |
| NORTH GLACIER | CAPITAL SUMMIT | O0QUEVK6T | LLOIA | 2.80% | $21,851,276 |
| BRIDGE RIDGE | DELTA PATHWAY | H3TCSLRXK | OFY | 11.32% | $61,156,483 |
| EAGLE PIONEER | RIDGE CATALYST | RMIEV7K5I | NQFW | 1.41% | $98,050,760 |
| VECTOR BEACON | ATLAS EMBER | Z5QZ2UD1Q | VNI | 7.43% | $30,813,691 |