Minot Deblois Advisors LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 140170
- Registered since
- March 10, 2009
- Website
- www.minotdeblois.com
- Custodians
- FIFTH THIRD SECURITIES, INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI54.38%
- Individuals30.59%
- Charitable Organizations14.99%
- Corporations / Businesses0.05%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Minot Deblois Advisors LLC is an independent registered investment adviser that has been SEC-registered since 2009. The firm serves both individual and family clients as well as institutional relationships, providing portfolio management for individuals and small businesses. Its ownership is a combination of a domestic entity and an individual, and its fee model includes both percentage-of-AUM and fixed-fee arrangements. The adviser reports it is not a capital allocator, does not act as a pension consultant or related adviser, and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities58%
- US Government Bonds19%
- Other18%
- Cash & Cash Equivalents6%
Owners & executives
2 of 2
Robert Bannish
Chief Compliance OfficerCRD 5635639
Zachary Bourque
Chief Executive OfficerCRD 5635647
Contacts
3 of 4
Sarah Allen
Shareholder, DirectorCRD 6470976
Adam Rutledge
Investment Officer and Portfolio ManagerCRD 7351199
Gregory Murphy
OfficerCRD 2761870
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$46.6M in ETFs
98%
$45.5M
<1%
$1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH) | Vanguard | Passive | Short Term Bond | $9.4M | 119,244 | 20.24% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, 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
- Suffolk
- Address
- 1 Federal St
- Time zone
- ET (UTC-5)
- Office locations
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