$43.3M Total AUM
$43.3M Disc. AUM
-- 3Y CAGR
1 Employees
43 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Signal prime
- Established Date
- 10-18-2017
- Office Locations
- 1
Office Locations
2271 Valleydale Rd. Suite 305 Birmingham AL
About Booth Financial
Booth Financial is a Birmingham, AL RIA led by founder Breland Edward Booth. The firm delivers financial planning and portfolio construction with tax, estate, and insurance planning support, emphasizing active management, asset allocation, and risk management. Portfolios lean heavily on ETFs and public funds, custodied at Charles Schwab, and the practice uses Twenty Over Ten technology.
Team overview
43 AVG AGE
$43.3M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
8.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
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Asset Classes
Legacy Radial wave
Investment Themes
Eagle vertex Matrix Atlas
Investment Vehicles
Crest
Services
Insight Focus focus Radial vital Wave Atlas
Technology
Signal momentum
Owner & Executives
BRELAND EDWARD BOOTH
Advisor, Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #4540040
- Ownership
- 75% or more
(820) 400-5580
oak.crest@crestcapital.com
in linkedin.com/in/glacier-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,271,581 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,271,581 | -- |
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Separately Managed Accounts
Total SMA Asset: $43,271,581
Public Funds:
20.6% Equity - Exchange:
17.4% Private Funds:
32.4% Other:
8.3% Cash:
21.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $336,994,464 | 20.6% |
| Equity - Exchange | $284,645,810 | 17.4% |
| Private Funds | $530,030,128 | 32.4% |
| Other | $135,779,323 | 8.3% |
| Cash | $348,445,732 | 21.3% |
| Total | $1,635,895,457 | 100.0% |