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- Custodian
- Ascensus ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-07-2021
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between June 24, 2025 and March 4, 2026, reported AUM decreased 4.4%, from $239.8M to $229.3M.
Across 5 reported observations, AUM increased 32.3% between January 13, 2022 and March 4, 2026, from $173.3M to $229.3M.
Of the latest reported AUM, 3.9% is discretionary and 96.1% is non-discretionary.
The firm reports 2 advisory representatives and 194 clients, or 97 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 4, 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
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
MARY CAROL CESELSKY-GRUNDER
Chief Compliance Officer, Owner
- CRD
- #4480192
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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THOMAS CLYDE TAVENNER
President
- CRD
- #2883973
Showing 1 of 2 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Booster, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.