Office address: 2010 Corporate Ridge, Suite 900, McLean, VA 22102
Website: bogartwealth.com
Year established: 2016
Company type: financial services
Employees: 55+
Expertise: financial planning, investment management, tax preparation and optimization, retirement planning, estate planning, multi-generational planning, NUA analysis, risk management and insurance review, cash flow planning, Roth conversion analysis
Parent company: N/A
Key people: James Bogart (CEO), Jeff Fuhrman (president), Allen Eickelberg (COO), Aleksandr Spencer (chief investment officer), Michelle Dubay (chief administrative officer), Suzanne Kellogg (chief compliance officer), Christine Janaske (marketing director)
Financing status: private equity-backed
Bogart Wealth is an independent, fee-only wealth management firm based in McLean. The SEC-registered RIA acts as a fiduciary and serves over 1,300 households across the US. The company focuses on retirement planning, in-house tax services, and net unrealized appreciation (NUA) analysis.
Bogart Wealth was founded by James Bogart in June 2016 as a fee-only RIA based in McLean. The firm drew its early client base from pensioned ExxonMobil employees, a niche its founder had built during stints at Ferris, Baker Watts, and RBC Wealth Management. It then registered with the SEC as a Delaware LLC that same June.
Bogart Wealth started with about $600 million in AUM and a single office in northern Virginia. The firm also operates under a fiduciary model and says it does not accept commissions from third parties. The company eventually expanded into Texas, with offices in Houston and The Woodlands to serve energy sector professionals.
Bogart Wealth reached roughly $3 billion in AUA by January 2025. It then closed a minority investment from Constellation Wealth Capital (CWC), an alternative asset firm focused on wealth management businesses.
The deal gave Bogart Wealth capital for technology, recruitment, and marketing, while founder James Bogart kept majority ownership and control. A month later, the firm brought on Jeff Fuhrman, a former president of Coastal Bridge Advisors, as its new president.
The firm's headcount reached 55 employees by September 2025, including 12 advisors and four associate advisors. It also announced plans to extend equity ownership to every employee by year-end 2025 as part of annual compensation.
Bogart Wealth also appeared on several InvestmentNews lists that same year:
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Top Wealth Professionals | Hot List Hover or tap to see honoreeBogart Wealth offers fee-only wealth management built around retirement planning, tax services, and multi-generational strategies:
Bogart Wealth also provides weekly market commentary, monthly conference calls, and ongoing financial education webinars. The firm offers quarterly review meetings in person, by phone, or virtually, along with trade notifications and online account access.
Bogart Wealth describes its workplace as "family-oriented, collegial, and collaborative." The firm also says it operates around these values:
Bogart Wealth states that it aims to build an inclusive setting where staff can develop their careers over time. To support that goal, the company offers the following benefits:
Bogart Wealth also runs a Financial Literacy Month series each April, led by Advisor Growth Track team members. The webinars are free and open to the public, and they cover basic personal finance topics.
James Bogart is the founder and CEO of Bogart Wealth and holds the CFP and ChFC designations. He started his career at Ferris, Baker Watts in 2001, then moved to RBC Wealth Management and later Morgan Stanley before going independent in 2016.
Bogart studied at the University of Virginia and earned a financial planning certificate from Georgetown University. Other Bogart Wealth key employees also include:
The company filled most of these roles between February and November 2025 as part of a broader leadership buildout.
Bogart Wealth VP Morgan Veth appeared on InvestmentNews in early 2026 to discuss estate planning best practices for financial advisors. The firm reviews client estate plans every three to five years.
Veth also said the team spent late 2024 through early 2025 checking trusts for conflicts caused by the SECURE Act of 2019. She broke down the full process in the interview below:
The company also announced plans to enter the M&A market in early 2026. Bogart Wealth is targeting acquisitions of firms with $400 million to $3 billion in assets. COO Allen Eickelberg says the goal is to reach $22 billion by 2033 through acquisitions, organic growth, and an employee equity plan.
The $326 billion mega-RIA is committing $175 million in equity to advisors as firms across the industry increasingly use ownership stakes to recruit and retain talent.
After reaching $3.5 billion AUM driven entirely by organic growth, Virginia-based firm targets acquisitions between $400M and $3B in assets as part of its aim to reach $22 billion by 2033.
As oil giant cuts 2,000 jobs overseas, advisor explains how the $3 billion firm helps oil-sector employees navigate severance, pensions, Exxon stock and NUA tax strategies.
"At the end of this year, every employee is going to have equity, and part of annual compensation will include profit interest rates going forward," James Bogart told InvestmentNews in an exclusive. The $3 billion RIA aims to reach $22 billion AUM by 2033.
The Atlanta, Georgia-based national wealth firm revealed its new PE partner as prior backers Wealth Partners Capital Group and HGGC's Aspire Holdings exited their investments.
"For a lot of our clients, if your income is affected potentially by the rises and falls with oil prices, we want to consider diversifying your portfolio away from your career risk," Bogart Wealth advisor Patrick Marcinko tells IN.
After quadrupling its assets, the independent firm overseeing $3 billion has struck a strategic PE partnership with Constellation Wealth Capital.
