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Bosc, Inc. (Tulsa)


Bosc, Inc. is a large advisory firm based in Tulsa. It manages $568.34 million of regulatory assets for 1,682 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

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Bosc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, educational seminars and workshops, and furnishes advice about securities in any manner not described above.. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bosc: assets under management

The assets under management (AUM) of Bosc, Inc. is $568.34 million. The firm's AUM has grown by 186% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $170.84 million in discretionary accounts and $397.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $183.7 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $528.59 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bosc, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, commissions, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
George Bruce Kaiser Indirect beneficial owner 1 Nov 1991 75% - 100% 2163602

Based in Tulsa

The principal office where Bosc, Inc. performs its advisory services is located at One Williams Center, Tulsa, OK 74172, which is also the mailing address of the firm. An additional office of the firm is in Oklahoma City, OK. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 877-781-6889. The normal business hours are 8:30 am - 5:00 pm (cst) on Monday - Friday. You can find more information about the New York firm at boscinc.com.


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