# BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC.

BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC. of TOWSON, MD is an SEC-registered investment adviser.

## Registration

- CRD: 104684
- Type: SEC-registered investment adviser
- SEC file number: 801-46685
- Location: 1 W. PENNSYLVANIA AVE., SUITE 600, TOWSON, MD, 21204
- Phone: 410 547-0500
- Latest filing: 2026-03-28
- Regulatory AUM: $249.1M
- Discretionary AUM: $249.1M
- Clients: 11
- Accounts: 9

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Pensions, Charities

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Christopher Graham Bolton | CHIEF COMPLIANCE OFFICER | — |
| Robert Graham Bolton | OWNER | — |
| SMITH MICHAEL SCOTT | PRINCIPAL | — |
| BANKS MARSHAL | CHIEF COMPLIANCE OFFICER | — |
| BOLTON ROBERT GRAHAM | OWNER; PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER (+2 more) | — |
| BOYKIN CAROLYN CROKER | MANAGING DIRECTOR; PRESIDENT & TREASURER | — |
| BOLTON ROBERT | PRESIDENT | — |
| DONOVAN CHARLES RICHARD | VICE-PRESIDENT | — |
| COFFEY ROSS L | PRINCIPAL | — |
| RANDALL CLYDE LAMB | CHIEF COMPLIANCE OFFICER | — |
| BOLTON CHRISTOPHER | SECRETARY | — |
| WAKSMUNSKI DONALD | CHIEF COMPLIANCE OFFICER | — |
| LYBROOK JR DONALD EUGENE | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104684/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104684/similar
- Related entities: https://search.stillhousedata.com/firm/104684/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104684

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.