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- Custodian
- BNY Mellon · Fidelity/NFS · Pershing
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-30-2000
- Office Locations
- 2
Office Locations
About Bouvel Investment Partners, LLC
Bouvel Investment Partners, LLC is a retail-focused RIA in Phoenixville, PA providing financial planning and portfolio construction, including estate planning, insurance and business succession support for individuals such as entrepreneurs. Portfolios lean heavily on ETFs and index funds alongside mutual funds and fixed income, with some private equity and annuity exposure. Custody relationships include Fidelity/NFS and Pershing.
Reported data analysis
What the numbers show
Between April 7, 2025 and May 5, 2026, reported AUM increased 19.3%, from $313.8M to $374.4M.
Across 5 reported observations, AUM increased 34.5% between June 1, 2022 and May 5, 2026, from $278.5M to $374.4M.
Of the latest reported AUM, 98.1% is discretionary and 1.9% is non-discretionary.
The firm reports 2 advisory representatives and 206 clients, or 103 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 2 reported office locations and 26 years in operation. The source data was last updated on July 7, 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
- Technology
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The full Bouvel Investment Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JEAN PIERRE GEORGES BOUVEL
Managing Member, President
- CRD
- #1016538
- Ownership
- 50% but less than 75%
STEPHANE ERIC BOUVEL
Chief Compliance Officer
- CRD
- #4739811
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Malea A Hornback
--
- CRD
- #2497140
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $367,377,405 | $506,029 |
| Non-Discretionary | $7,071,622 | $220,988 |
| Total | $374,449,027 | $493,996 |
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Separately Managed Accounts
SMA allocation detail is available
Bouvel Investment Partners, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Bouvel Investment Partners, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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