Best Investors
Account
Sign in
579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-08-18 |
Branch Locations
501 Crawford St, Houston, TX 77002 • United States
12510 Cutten Road, Houston, TX 77066 • 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 |
|---|---|---|---|---|
| Tudor, Pickering, Holt & Co. Securities, Inc. | Houston | TX | 01/2015 | 05/2020 |
| Bolton Global Capital | Bolton | MA | 05/2020 | 02/2026 |
| Bolton Global Asset Management | Bolton | MA | 08/2020 | Present |
1)Co-owner and Member of B-B Champions Ventures, LLC, a real estate holding company that owns and sells residential properties in Houston, TX and invests passively in other private real estate investments. Dean conducts this activity from his home address. Began this activity 08/10/2016. Spends two hours per month, minimal during trading hours. Utilized as a personal private investment. Investment related to the extent that this is Rep's personal private investment vehicle. 2)Co-owner and Member of BBCV 725, LLC, a real estate holding company that owns a commercial building located in Houston, TX. Dean conducts this activity from his home address. Began this activity 06/15/2017. Spends 1 hour per month outside of trading hours only. Utilized as a personal private investment. Investment related to the extent that this is Rep's personal private investment vehicle. 3) Owner of Burke Advisory Company, LLC, created November 2020 in the state of Texas. Used for accounting purposes and owns `Crane Capital Management, LLC’. Less than 1-hour spent per month. Not directly investment related. 4) Co-owner and Manager of Burro Cottages, LLC. Entity is used to own and rent cottages. Not investment. Established June 2022. 1-hour is spent per month outside trading hours. Dean conducts this activity from his Branch location, and is contact person. 5) Co-owner and Manager of Burke-Demaret Holdings, Inc., entity used as parent company for owning Champions Acquisitions 2021, LLC and subsidiaries. Created December 2022 during restructuring. Not investment related and not conducted from Branch location. No hours spent on activity. 6) Co-owner and authorized party of Champions Acquisition 2021, LLC, entity created to purchase and own Champions Golf Club, Inc., an approved private securities transaction. Conducted from Branch location. Established August 6th, 2021. No hours spent on activity. 7) Co-owner and President of Champions Golf Club, Inc., a private golf club located in Houston, TX. Not investment related and not located at Branch location. Spends 40 hours per month on activity, 32 during trading hours. Began October 1, 2021. Makes high-level decisions for club. Additionally, the company maintains an investment account at Bolton Global Capital for personal investments. 8) Co-owner and Manager of Burke-Demaret, LLC, an entity with no activity.. Not investment related and not conducted from Branch location. No hours spent on activity. 9) Regional Board Member for First Financial Bank. Began this role 7/9/2024 in Kingwood Texas. Please review FFIN.COM regarding bank. Spends 4 hours per month, 2 hours during business hours. Not investment related. Dean provides oversight and comment regarding bank's monthly and YTD financial performance, loan quality, allowance for losses, management performance, customer service standards, and prospect pipelines. 10) Managing Director for Crane Capital Group, starting 06/01/2026. Dean provides consulting services to a family office, including consulting on investments. Activity takes place from business locations and personal residence. Spends 80 hours per month on activity, 60 hours spent during trading hours. 11) Managing Director and owner of Crane Capital Management, LLC, starting 7/24/2026. Dean is owner of this LLC through his ownership of Burke Advisory Company, LLC. Purpose of this LLC is to operate Dean’s advisory business, including use as a DBA. Not directly investment related. Conducted from Business locations. Spends 20 hours per month on activity, 15 during business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-24 |
Reach out to this advisor