R.P. BOGGS & COMPANY .

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R.p. Boggs & Company . is based out of Lake Wylie. R.p. Boggs & Company . is a large advisory firm with 190 clients and discretionary assets under management (AUM) of $177,698,036 (Form ADV from 2021-05-14). Their last reported 13F filing for Q2 2021 included $158,981,000 in managed 13F securities and a top 10 holdings concentration of 51.84%. R.p. Boggs & Company .'s largest holding is Vanguard Short-Term Inflation-Protected Securities ETF with shares held of 220,779. Whalewisdom has at least 6 13F filings

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06/30/2021

13F Activity

  • Market Value $158.981 Million
  • Prior Market Value $149.208 Million
  • New Purchases2 stocks
  • Additional Purchases21 stocks
  • Sold out of3 stocks
  • Reduced holdings in4 stocks
  • Top 10 Holdings % 51.84 %
  • Turnover % [1]:18.52%
  • Turnover Alt % [2]: 5.62 %
  • Time Held Top20:1.60 quarters
  • Time Held Top10:1.30 quarters
  • Time Held All:1.74 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-08-16

Performance for Q2 2021: 5.91%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

R.P. BOGGS & CO. WEALTH MANAGEMENT
4100 CHARLOTTE HWY.
LAKE WYLIE SC    29710
Country: United States

Business Phone: 803-831-0911
Fax: 803-831-8586
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: SC
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges
Amount of client funds and securities: 68,865,600
Total Number of Clients: 190
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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R.P. BOGGS & CO.

ownership team - last updated 2021-05-14
Name Title Start Date Direct/Indirect % Ownership
BOGGS, ROBERT, PAUL PRESIDENT 07/01/2000 Direct 75% or more
Fund Name Position direct/indirect start date end date
BOGGS FINANCIAL GROUP, INC. PRESIDENT direct 2000-07-01
DAGILUS, DEBRA, LYNN DIRECTOR OF OPERATIONS 07/01/2000 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
BOGGS FINANCIAL GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2000-07-01
LEWIS, DEREK, MARTIN CHIEF COMPLIANCE OFFICER 04/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
R.P. BOGGS & CO. CHIEF COMPLIANCE OFFICER direct 2018-04-01
SWISHER, SAMUEL, DEAN OWNER 02/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
R.P. BOGGS & CO. OWNER direct 2019-02-01

R.P. BOGGS & CO.

ownership team - last updated 2021-02-23
Name Title Start Date Direct/Indirect % Ownership
BOGGS, ROBERT, PAUL PRESIDENT 07/01/2000 Direct 75% or more
Fund Name Position direct/indirect start date end date
BOGGS FINANCIAL GROUP, INC. PRESIDENT direct 2000-07-01
DAGILUS, DEBRA, LYNN DIRECTOR OF OPERATIONS 07/01/2000 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
BOGGS FINANCIAL GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2000-07-01
LEWIS, DEREK, MARTIN CHIEF COMPLIANCE OFFICER 04/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
R.P. BOGGS & CO. CHIEF COMPLIANCE OFFICER direct 2018-04-01
SWISHER, SAMUEL, DEAN OWNER 02/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
R.P. BOGGS & CO. OWNER direct 2019-02-01
BOGGS, ROBERT, PAUL PRESIDENT 07/01/2000 Direct 75% or more
Fund Name Position direct/indirect start date end date
BOGGS FINANCIAL GROUP, INC. PRESIDENT direct 2000-07-01
DAGILUS, DEBRA, LYNN DIRECTOR OF OPERATIONS 07/01/2000 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
BOGGS FINANCIAL GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2000-07-01
LEWIS, DEREK, MARTIN CHIEF COMPLIANCE OFFICER 04/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
R.P. BOGGS & CO. CHIEF COMPLIANCE OFFICER direct 2018-04-01
SWISHER, SAMUEL, DEAN OWNER 02/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
R.P. BOGGS & CO. OWNER direct 2019-02-01

R.P. BOGGS & CO.

ownership team - last updated 2020-12-14
Name Title Start Date Direct/Indirect % Ownership
BOGGS, ROBERT, PAUL PRESIDENT 07/01/2000 Direct 75% or more
Fund Name Position direct/indirect start date end date
BOGGS FINANCIAL GROUP, INC. PRESIDENT direct 2000-07-01
DAGILUS, DEBRA, LYNN DIRECTOR OF OPERATIONS 07/01/2000 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
BOGGS FINANCIAL GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2000-07-01
LEWIS, DEREK, MARTIN CHIEF COMPLIANCE OFFICER 04/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
R.P. BOGGS & CO. CHIEF COMPLIANCE OFFICER direct 2018-04-01
SWISHER, SAMUEL, DEAN OWNER 02/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
R.P. BOGGS & CO. OWNER direct 2019-02-01

R.P. BOGGS & CO.

ownership team - last updated 2020-06-11
Name Title Start Date Direct/Indirect % Ownership
BOGGS, ROBERT, PAUL PRESIDENT 07/01/2000 Direct 75% or more
Fund Name Position direct/indirect start date end date
BOGGS FINANCIAL GROUP, INC. PRESIDENT direct 2000-07-01
DAGILUS, DEBRA, LYNN DIRECTOR OF OPERATIONS 07/01/2000 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
BOGGS FINANCIAL GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2000-07-01
LEWIS, DEREK, MARTIN CHIEF COMPLIANCE OFFICER 04/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
R.P. BOGGS & CO. CHIEF COMPLIANCE OFFICER direct 2018-04-01
SWISHER, SAMUEL, DEAN OWNER 02/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
R.P. BOGGS & CO. OWNER direct 2019-02-01

R.P. BOGGS & CO.

ownership team - last updated 2020-02-28
Name Title Start Date Direct/Indirect % Ownership

R.P. BOGGS & CO.

ownership team - last updated 2019-08-30
Name Title Start Date Direct/Indirect % Ownership
BOGGS, ROBERT, PAUL PRESIDENT 07/01/2000 Direct 75% or more
Fund Name Position direct/indirect start date end date
BOGGS FINANCIAL GROUP, INC. PRESIDENT direct 2000-07-01
DAGILUS, DEBRA, LYNN DIRECTOR OF OPERATIONS 07/01/2000 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
BOGGS FINANCIAL GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2000-07-01
LEWIS, DEREK, MARTIN CHIEF COMPLIANCE OFFICER 04/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
R.P. BOGGS & CO. CHIEF COMPLIANCE OFFICER direct 2018-04-01
SWISHER, SAMUEL, DEAN OWNER 02/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
R.P. BOGGS & CO. OWNER direct 2019-02-01

R.P. BOGGS & CO.

ownership team - last updated 2019-03-12
Name Title Start Date Direct/Indirect % Ownership
BOGGS, ROBERT, PAUL PRESIDENT 07/01/2000 Direct 75% or more
Fund Name Position direct/indirect start date end date
BOGGS FINANCIAL GROUP, INC. PRESIDENT direct 2000-07-01
DAGILUS, DEBRA, LYNN DIRECTOR OF OPERATIONS 07/01/2000 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
BOGGS FINANCIAL GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2000-07-01
LEWIS, DEREK, MARTIN CHIEF COMPLIANCE OFFICER 04/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
R.P. BOGGS & CO. CHIEF COMPLIANCE OFFICER direct 2018-04-01
SWISHER, SAMUEL, DEAN OWNER 02/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
R.P. BOGGS & CO. OWNER direct 2019-02-01

R.P. BOGGS & CO.

ownership team - last updated 2018-06-01
Name Title Start Date Direct/Indirect % Ownership
BOGGS, ROBERT, PAUL PRESIDENT 07/01/2000 Direct 75% or more
Fund Name Position direct/indirect start date end date
BOGGS FINANCIAL GROUP, INC. PRESIDENT direct 2000-07-01
DAGILUS, DEBRA, LYNN DIRECTOR OF OPERATIONS 07/01/2000 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
BOGGS FINANCIAL GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2000-07-01
LEWIS, DEREK, MARTIN CHIEF COMPLIANCE OFFICER 04/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
R.P. BOGGS & CO. CHIEF COMPLIANCE OFFICER direct 2018-04-01

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