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8205 Nature'S Way #219, Lakewood Ranch, FL 34202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-27 |
Branch Locations
8205 Nature'S Way #219, Lakewood Ranch, FL 34202 • United States
579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
2033 Main St. Suite 204, Sarasota, FL 34237 • United States
579 Main Street, Bolton, MA 01740 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bolton Global Capital | Lakewood Ranch | FL | 01/2006 | 01/2018 |
| Bolton Global Asset Management | Lakewood Ranch | FL | 01/2006 | Present |
| Dow Family Office Advisory, Llc | Lakewood Ranch | FL | 08/2026 | Present |
1) Capital Investment Management, Inc.; Not investment-related; Sarasota, FL 34238; Business consulting; Owner; Provide business related advice and consulting services; Less than 5% of time during the month. 2) Island Lifestyle Importers, LLC; Not investment-related; Sarasota, FL 34240; Manufacturer and distributor of cigars and cigar accessories; Co-Owner; General oversight; Approx. 10% of time during the month. 3) Richard Louis is dually registered as an investment advisor representative with Bolton Global Asset Management ("Bolton") since 01/2006 and as an investment advisor representative with Dow Family Office Advisory, LLC since 08/2026. Approximately 50% of Mr. Louis's time is dedicated for activities as an investment advisor representative and registered representative of Bolton, with the balance as an investment advisor representative of Dow Family Office Advisory, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-04 |
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