B
Bogart Advisory Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Bogart Advisory Group LLC describes its target client base as high‑net‑worth individuals and offers ongoing portfolio management services, including the preparation of individualized investment policy statements and a request for discretionary trading authority. Although categorized as an investment manager, the brochure notes the firm was formed in January 2026 and currently reports no assets under management or active client accounts.
The firm states its investment process combines fundamental analysis with modern portfolio theory and implements long‑term trading across mutual funds, equities, ETFs, and fixed‑income securities. It documents client risk tolerance and tailors allocations to individual goals, emphasizing regular monitoring and a stated policy to allocate investment opportunities fairly among client accounts and to act as a fiduciary for retirement accounts.
Distinctive disclosures in the brochure include an explicit statement that the firm does not participate in wrap fee programs, does not accept performance‑based fees, and does not aggregate (block) trades for multiple client accounts. The firm also recommends Schwab Institutional as custodian and notes it may receive research or other “soft dollar” benefits from custodians, and it will not accept proxy‑voting authority for client securities.
Client services
Portfolio management
Expertise
Wealth management
Passive / index investing
Fee options
1.50% annually
Main office location
Bogart Advisory Group LLC
East Islip NY, United States
Number of offices
1
Most active in
Bogart Advisory Group LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")