A complete list of active advisors currently associated with Bogart Advisory Group LLC

Warmer can help you find a great advisor at Bogart Advisory Group LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Bogart Advisory Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.