$229.3M Total AUM
$8.8M Disc. AUM
-- 3Y CAGR
4 Employees
194 ADV. Clients
4 yrs Firm Age
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- Custodian
- Ascensus ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Foundation
- Established Date
- 09-07-2021
- Office Locations
- 2
Office Locations
-- Castellon DE LA Plana --
-- Olney MD
About Booster, LLC
BOOSTER, LLC is an independent RIA focused on helping small-to-midsize employers build and maintain well-managed 401(k) and other qualified retirement plans. As an ERISA 3(21) fiduciary advisor, the firm prioritizes fee transparency, investment menu selection and ongoing monitoring, and participant education to improve retirement readiness. Booster is fee-only and does not accept commissions or third-party compensation.
Team overview
51 AVG AGE
$114.6M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
4.7 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Legacy bridge Delta
Custodian
Bridge vector Ember harbor
Investment Themes
Pioneer atlas Vector Prime
Investment Vehicles
Foundation Peak
Services
Radial ridge Peak Delta unison Matrix Glacier vital
Technology
Summit
Owner & Executives
M
MARY CAROL CESELSKY-GRUNDER
Chief Compliance Officer, Owner
- CRD
- #4480192
- Ownership
- 75% or more
(672) 847-7538
glacier.meridian@matrixcapital.com
in linkedin.com/in/oak-crest
Showing 1 of 1 owners & executives
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T
THOMAS CLYDE TAVENNER
President
- CRD
- #2883973
(975) 707-1128
ember.horizon@foundationcapital.com
in linkedin.com/in/pathway-harbor
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,840,862 | $90,213 |
| Non-Discretionary | $220,446,395 | $1,722,237 |
| Total | $229,287,257 | $1,014,545 |
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Separately Managed Accounts
Total SMA Asset: $229,287,257
Public Funds:
14.5% Equity - Exchange:
14.5% U.S. Government/Agency:
32.7% Cash:
11.9% Municipal Bonds:
26.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,259,402,804 | 14.5% |
| Equity - Exchange | $1,259,402,804 | 14.5% |
| U.S. Government/Agency | $2,840,170,462 | 32.7% |
| Cash | $1,033,578,853 | 11.9% |
| Municipal Bonds | $2,292,981,657 | 26.4% |
| Total | $8,685,536,580 | 100.0% |