Bos Asset Management, LLC

Overview

Bos Asset Management, LLC is an SEC registered investment adviser based in Springfield, IL, registered since 2020. It reports $1B in assets under management across 1,273 accounts, with 11 employees. It has 10 investment adviser representatives.

Reported AUM

$1B

Discretionary

92%

Accounts

1,273

Average account

$81K

Employees

11

Advisory reps

10

Registered since

2020

Jurisdictions

7

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Other Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Jason Knoedler Chief Executive Officer CRD 7320241
• Sarah Elizabeth Moore Chief Compliance Officer CRD 5615438

Advisory reps 3 of 10

• Burton Kelly Burrows Investment Adviser Rep CRD 1295570
• Sean E Canaday Insurance Agent · Investment Adviser Rep CRD 1931609
• Frank Anthony Coffey Investment Adviser Rep CRD 7356693

7 more advisory reps, with emails, phones and branch locations

Location

Headquarters

3400 Wabash Ave
Springfield, IL 62711

County

Sangamon

Metro area

Springfield, IL

Region

Midwest

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: bosassetmanagement.com

Every state, with registration dates

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