BA
BOS ASSET MANAGEMENT, LLC
SEC RegisteredSPRINGFIELD, ILhttps://bosassetmanagement.com833-943-8090
Assets Under Management
$500M–$1B
Employees
11
Office Locations
3 offices
Total Accounts
1224
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingState/Municipal
Services
investment_managementwealth_management
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 413 | $126M |
| High Net Worth Individuals | 125 | $288M |
| Charitable Organizations | 6 | $7.9M |
| State/Municipal Entities | 5 | — |
| Sovereign Wealth Funds | 2 | — |
31 total clients reported on Form ADV.
Leadership
Sarah Elizabeth Moore
CHIEF COMPLIANCE OFFICER
Bank Of Springfield
OWNER
Spring Bankcorp
OWNER
Jason Knoedler
CHIEF EXECUTIVE OFFICER
Office locations
3 offices in 1 state
IL
SPRINGFIELDHQ
IL
JACKSONVILLE
Advisors at this firm
10 advisors in the directory
Burton Kelly Burrows
Investment Adviser Representative
Sean Eugene Canaday
Investment Adviser Representative
Frank Anthony Coffey
Investment Adviser Representative
David C Heitbrink
Investment Adviser Representative
Shannon Colleen Jones
Investment Adviser Representative
Alexander Ludwig
Investment Adviser Representative
Wade Mathis
Investment Adviser Representative
Marcus Corey McGlasson
Investment Adviser Representative
Michael Craig Metz
Investment Adviser Representative
Caleb Jeffrey Steber
Investment Adviser Representative
Regulatory & compliance
CRD number
#310632
SEC Number
801-119836
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Other
| Asset tier | Annual rate |
|---|---|
| First $3,000,000 | 1.00% |
| Next $4,000,000 | 0.90% |
| Next $3,000,000 | 0.80% |
| Above $10,000,000 | 0.70% |
Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
bosassetmanagement.comPhone
833-943-8090Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BOS ASSET MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.