Key facts
- Bolt Financial Group is a other based in Worthington, Ohio.
About Bolt Financial Group
Bolt Financial Group was an investment advisor based in Worthington, Ohio. Established in 2017, the firm provided financial planning services on topics such as retirement planning, risk management, college savings, cash flow, debt management, work benefits, and estate and incapacity planning. The assets were managed by the executive team.
Registered with the SEC
Form ADV · 2025-07 · CRD 291799- Regulatory AUM
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- Private fund assets
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- Private funds
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- Staff
- 5
- Registered office
- WORTHINGTON, OH
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as BOLT FINANCIAL GROUP, INC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for Bolt Financial Group are on record yet. Positions surface from round participations, filings, and coverage.
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