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| BOS Asset Management LLC
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|---|---|
| CRD # | 310632 |
| SEC # | 801-119836 |
| CIK # | 0001965814 |
| AUM | 933.2 M (2026-04-01) |
| Employees | 11 (73% Investors, 9% Brokers) |
| Phone | 833-943-8090 |
| Address | 3400 Wabash Avenue Springfield, IL 62711 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001965814 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.5 | ||
| Lilly Eli & Co | 7.7 | ||
| Nvidia Corp | 7.6 | ||
| US Bancorp de | 5.5 | ||
| Caterpillar Inc | 5.4 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 4.9 | ||
| J P Morgan Chase & Co | 4.7 | ||
| Micron Technology Inc | 4.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 413 | 125.8 |
| (b) Individuals (high net worth individuals) | 125 | 287.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 7.9 |
| (h) Charitable organizations | 5 | 25.7 |
| (i) State or municipal government entities | 1 | 0.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 18.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 40 | 467.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,224 | 933.2 |
| By Discretionary | ||
| Discretionary | 1,007 | 854.5 |
| Non-Discretionary | 217 | 78.7 |
| Total | 1,224 | 933.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 933.2 | |
| Total | 1,224 | 933.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965814] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 31 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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