Adviser Profile
| As of Date | 10/13/2026 |
| Registration | SEC, Approved, 11/08/2024 |
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| Former registrations | |
| ADV Location | BEVERLY, MA, United States |
| Contact Info | 781 xxxxxxx |
| Websites |
| AUM* | 337,266,388 218% |
| of that, discretionary | 337,266,388 219% |
| Number of Employees | 6 100% |
| of those in investment advisory functions | 4 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 780,709 16% |
| % High Net Worth | 49.64% -1% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
337M
289M
241M
193M
145M
96M
48M
2024
2025
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date08/28/2026 | Form ADV-E View Report |
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker46641Q837 | Stock NameJ P MORGAN EXCHANGE TRADED F | $ Position$13,153,823 | % Position6.00% | $ Change-8.00% | # Change-8.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$9,641,928 | % Position4.00% | $ Change14.00% | # Change-1.00% |
| Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$7,020,597 | % Position3.00% | $ Change-5.00% | # Change-4.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$6,331,649 | % Position3.00% | $ Change5.00% | # Change0.00% |
| Stck Ticker46137V357 | Stock NameINVESCO EXCHANGE TRADED FD T | $ Position$7,176,898 | % Position3.00% | $ Change-8.00% | # Change-6.00% |
| Stck Ticker464287507 | Stock NameISHARES TR | $ Position$6,124,528 | % Position3.00% | $ Change-7.00% | # Change0.00% |
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$6,875,801 | % Position3.00% | $ Change2.00% | # Change0.00% |
| Stck Ticker46654Q724 | Stock NameJ P MORGAN EXCHANGE TRADED F | $ Position$6,026,021 | % Position3.00% | $ Change-5.00% | # Change-8.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$6,169,161 | % Position3.00% | $ Change40.00% | # Change2.00% |
| Stck Ticker811707801 | Stock NameSEACOAST BKG CORP FLA | $ Position$7,112,000 | % Position3.00% | $ Change-4.00% | # Change0.00% |