BOLT FINANCIAL GROUP, INC
BOLT FINANCIAL GROUP, INC of WORTHINGTON, OH is an SEC-registered investment adviser (CRD 291799). Regulatory assets under management: $107.6M.
Registration
- CRD: 291799
- SEC file number: 801-132004
- Type: Registered investment adviser
- Location: 5701 NORTH HIGH STREET, SUITE 100, WORTHINGTON, OH, 43085
- Phone: 614-635-0102
- Latest filing: 2025-07-15
- Regulatory AUM: $107.6M
- Discretionary AUM: $107.6M
- Clients: 5
- Accounts: 879
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| Shaun Thomas Carney | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER; PRESIDENT/CCO | — |
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