AdvisorRanked
100
Clean

BIG INVESTMENT SERVICES

450 KINGS HWY N.E., DOVER, DE 19901
Fiduciaryfee-onlySEC Registered
302-734-7526 x.com/services_big CRD #291437
$369M
Assets Managed
4
Clients
8
Employees
8
Years Active
since 2018

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46079. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 8 years.

Firm Details

Legal NameBIG INVESTMENT SERVICES
CRD Number#291437
SEC RegisteredYes
Registration Date2018-02-16
States RegisteredDE
Assets Under Management$369M
Number of Clients4
Employees8
Compensation Typefee-only
Last ADV Filing46079

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Frequently Asked Questions

Is BIG INVESTMENT SERVICES a fiduciary?

Yes. BIG INVESTMENT SERVICES is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does BIG INVESTMENT SERVICES charge clients?

BIG INVESTMENT SERVICES uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does BIG INVESTMENT SERVICES have any complaints?

No. BIG INVESTMENT SERVICES has zero complaints or disciplinary actions on file with the SEC or FINRA across 8 years of operation.

How does BIG INVESTMENT SERVICES compare to other advisors in DOVER?

BIG INVESTMENT SERVICES has a Red Flag Score of 100/100. There are 3 registered advisory firms in DOVER. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46079. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.