Bon Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$75,453,154
Total clients
56
55% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
56
Average account size
$1,347,378
About
Bon Investments provides discretionary and non-discretionary portfolio management primarily for individual clients and charges percentage-of-AUM advisory fees; its Form ADV reports roughly $75.5 million in regulatory assets under management across 56 client relationships. The firm's brochure lists portfolio management for individuals as the principal service and includes sections describing its fee arrangements and types of clients.
The ADV sets out the firm’s methods of analysis and investment strategies, along with documentation of account review practices, brokerage practices, custody arrangements and investment discretion, indicating that these operational practices are disclosed in writing. Clients are served through the processes and disclosures contained in the brochure, including how accounts are monitored and reviewed.
What distinguishes Bon Investments from many peers is the combination of a comparatively large asset base with a relatively small client roster, implying higher assets per client than is typical for independent advisers. The brochure also includes a section on performance-based fees and side-by-side management and multiple continuation pages of disclosures on conflicts, custody and proxy voting, features that are less common among firms of this size.
Client services
Financial planning
Portfolio management
Selection of other advisers
Main office location
Bon Investments, LLC
Acton MA, United States
Number of offices
1
Most active in
Bon Investments, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · Texas
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")