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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-22-2004
- Office Locations
- 38
Office Locations
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.
Reported data analysis
What the numbers show
Between August 28, 2025 and March 31, 2026, reported AUM increased 18.1%, from $7.0B to $8.3B.
Across 5 reported observations, AUM increased 87.6% between May 23, 2022 and March 31, 2026, from $4.4B to $8.3B.
Of the latest reported AUM, 58.2% is discretionary and 41.8% is non-discretionary.
The firm reports 110 advisory representatives and 7,365 clients, or 67 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 38 reported office locations and 22 years in operation. The source data was last updated on March 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
- Platform
- Services
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The full Bolton Securities Corporation record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEVEN CHRISTOPHER PRESKENIS
Chief Executive Officer
- CRD
- #4410822
- Ownership
- 5% but less than 10%
MATTHEW GEORGE BEALS
Chief Operating Officer, President
- CRD
- #5157251
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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CRISTINA CLARIBEL ACOSTA
--
- CRD
- #4461245
CAROLINA ACURIO
--
- CRD
- #4441672
Showing 2 of 157 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Bolton Securities Corporation has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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