Boulder Investment Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$71,268,036
Clients
144
24% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
144
Very HighAverage account size
$494,917
About
Boulder Investment Group provides discretionary investment management and investment consulting to individuals as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages client accounts on a tailored basis and reports roughly $72 million in assets under management across its client base.
The firm follows a long‑term, strategic asset allocation framework using a core‑and‑satellite approach with mutual funds and ETFs as the core holdings while also employing individual stocks, bonds, and other instruments as needed. Client relationships are customized through documented investment objectives and restrictions, with accounts reviewed at least semi‑annually and trades executed under discretionary authority in most cases.
Noteworthy operational and disclosure features include a recent material amendment to its brochure discontinuing fee‑based financial planning, a disclosure item that is less common among peers. The firm also discloses that associated persons may act as insurance agents and receive commissions for insurance or annuity sales, and it requires use of designated custodians—arrangements that introduce specific potential conflicts and operational arrangements compared with many supported advisers.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Cash flow / budgeting
Fee options
Fixed fees depending on engagement type (specific amounts not stated)
$0.00 - $100,000: 1.50% per year $100,001 - $249,999: 1.25% per year $250,000 - $999,999: 1.00% per year $1,000,000 - $1,999,999: 0.90% per year $2,000,000 - $2,999,999: 0.80% per year $3,000,000 - $3,999,999: 0.70% per year $4,000,000 - $4,999,999: 0.65% per year $5,000,000+: 0.60% per year
Hourly charges may apply depending on engagement type (specific rates not stated)
Account minimum: $100,000 Minimum fee: $1,500 annually Fee-only: Yes, fees based on AUM; no commissions for advisory services
Main office location
Boulder Investment Group
7400 W 132 Nd St., Suite 165
Overland Park KS 66213, United States
Number of offices
1
Most active in
Boulder Investment Group has reported serving >5 clients in these states in the last 12 months.
Arizona · Kansas · Missouri · 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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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