Booster, Llc
- Regulatory AUM
- $229M
- Discretionary
- $8.8M
- Clients
- 190
- Avg AUM / client
- $1.2M
- Accounts
- 226
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 147 | $39.3M | 17.1% |
| High net worth individuals | 14 | $29.5M | 12.9% |
| Pension and profit sharing plans | 29 | $161M | 70.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Versatech, Inc. 401(k) Plan Versatech, Inc. | 2024 | |
| Strategic Analysis, Inc. Profit Sharing And 401(k) Plan Strategic Analysis, Inc. | 2024 | |
| Amatus Health 401(k) Plan Amatus Health | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mary Carol Ceselsky Grunder | Owner And Chief Compliance Officer | Apr 2021 (5y) | 75% or more | |
| Thomas Clyde Tavenner | Registered representative | CFP | Dec 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Versatech, Inc. 401(k) Plan | Versatech, Inc. | 77 | $8.0M | 01/01/2024 |
| Strategic Analysis, Inc. Profit Sharing And 401(k) Plan | Strategic Analysis, Inc. | 247 | $64.7M | 01/01/2024 |
| Amatus Health 401(k) Plan | Amatus Health | 350 | $2.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/04/2026 | 940 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Ascensus Financial Services, Llc. $132M (58% of AUM) Mar 2026
- Brinker Capital Securities, Inc. $62.1M (26% of AUM) Jun 2025
- Gwfs Equities, Inc. $43.3M (25% of AUM) Jan 2022
- Fidelity Brokerage Services $35.9M (21% of AUM) Jan 2022
- Empower Financial Services, Inc. $28.7M (14% of AUM) Jan 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 04, 2026.
View current Form ADV (SEC/IAPD) ↗