Cabot Wealth Management
Firm details
- Headquarters
- Beverly, Massachusetts
- CRD number
- 107327
- Registered since
- September 16, 1983
- Website
- www.ecabot.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI97.86%
- Charitable Organizations2.14%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cabot Wealth Management is an independent, privately owned registered investment adviser that has been SEC-registered since 1983. The firm focuses on financial planning and portfolio management for individuals, families and small businesses, and also serves institutional clients. Its revenue model mixes percentage-of-assets pricing with hourly and fixed-fee engagements, and the firm lists accounting among its business activities, suggesting in-house tax or bookkeeping capabilities that complement advisory work. Cabot was named one of CNBC’s Top 100 Financial Advisory Firms in 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Investment Grade Corp Bonds9%
- US Government Bonds7%
- Cash & Cash Equivalents6%
- State & Local Bonds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 82Active vs passive
$522M in ETFs
86%
$449M
8%
$72.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF (FNDF) | Schwab | Passive | Foreign Large Value | $34.1M | 634,518 | 6.53% |
Location
Beverly, MA
Essex
Location
Beverly, MA
Headquartered in Beverly, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Essex
- Address
- 48 Dunham Rd
- Time zone
- ET (UTC-5)
- Office locations
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