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Bolton Securities Corporation

Bolton Securities Corporation. CRD 129376

Bolton Securities Corporation logo

CRD: 129376

Bolton Securities Corporation

Bolton, MA, 01740
9787795361
www.boltoncap.com
$8.3B Total AUM
$4.8B Disc. AUM
32.7% 3Y CAGR
158 Employees
7,365 ADV. Clients
21 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Pershing
Clients
Retail and Institutional
Platforms
--
Established Date
07-22-2004
Office Locations
39

Office Locations

1 Alhambra Plaza PH Floor - Suite 1435 Coral Gables FL
100 Mill Plain RD Danbury CT
101 Wastlake Drive Suite 129 Austin TX

About Bolton Securities Corporation

Bolton Capital Group supports its affiliated broker-dealers and SEC-registered RIA with legal, compliance, administrative, trading, and technology services, powering a global network of 50+ offices. Client assets are custodied through BNY Mellon Pershing and Charles Schwab, giving wealth management teams access to a broad clearing/custody platform and institutional-grade products, services, and technology.

Team overview

50 AVG AGE
$75.2M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
8.1 yrs AVG TENURE
158 Employees
110 Advisory Reps
114 RIA Reps
21yrs Firm Age

Insights

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Asset Classes

Capital Eagle Fusion Ember

Client Personas

Capital

Custodian

Vital Zenith Element Insight Momentum capital Timber Peak Insight Radial eagle

Investment Themes

Legacy Unison catalyst

Investment Vehicles

Peak legacy

Platform

North foundation

Services

Crest Alpha eagle Legacy timber Pioneer harbor Oak Timber signal Frontier foundation

Owner & Executives

STEVEN CHRISTOPHER PRESKENIS

STEVEN CHRISTOPHER PRESKENIS

Chief Executive Officer

CRD
#4410822
Ownership
5% but less than 10%
(388) 438-6429
bridge.value@matrixcapital.com
in linkedin.com/in/pioneer-frontier
MATTHEW GEORGE BEALS

MATTHEW GEORGE BEALS

Chief Operating Officer, President

CRD
#5157251
Ownership
Less than 5%
(694) 974-6284
signal.capital@pathwaycapital.com
in linkedin.com/in/element-timber
Q

Quantum catalyst

Ember vector crest

CRD
#52446
Ownership
21.9%
(467) 288-1721
prime.timber@focuscapital.com
in linkedin.com/in/horizon-momentum

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Contacts

C

CRISTINA CLARIBEL ACOSTA

--

CRD
#4461245
(545) 318-1450
momentum.oak@pioneercapital.com
in linkedin.com/in/delta-legacy
C

CAROLINA ACURIO

--

CRD
#4441672
(828) 372-7450
vital.prime@elementcapital.com
in linkedin.com/in/fusion-foundation
E

Ember radial

Signal alpha atlas

CRD
#15549
(720) 703-5603
quantum.oak@elementcapital.com
in linkedin.com/in/optima-horizon

Showing 2 of 155 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-23-2022
04-24-2023
07-29-2024
08-28-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $4,819,346,908 $1,074,787
Non-Discretionary $3,456,165,587 $1,218,676
Total $8,275,512,495 $1,130,534

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Separately Managed Accounts

Total SMA Asset: $8,275,512,495

$8.3B Total SMA
Equity - OTC:
14.6%
Equity - Exchange:
13.2%
Public Funds:
10.4%
U.S. Government/Agency:
10.9%
Corporate - Investment Grade:
4.0%
Cash:
21.1%
Corporate - Non-Investment Grade:
9.4%
Other:
16.4%
Asset class Assets Assets %
Equity - OTC $429,280,222 14.6%
Equity - Exchange $388,116,365 13.2%
Public Funds $305,788,651 10.4%
U.S. Government/Agency $320,490,029 10.9%
Corporate - Investment Grade $117,611,020 4.0%
Cash $620,398,129 21.1%
Corporate - Non-Investment Grade $276,385,896 9.4%
Other $482,205,179 16.4%
Total $2,940,275,491 100.0%

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