Needham Advisory Corporation

Overview

Needham Advisory Corporation is an independent registered investment adviser operating as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management services focused on individuals and small businesses. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Needham does not present itself as a capital allocator, is not marked as an active ESG investor, and is not a multi-state adviser. SEC registration is listed with an effective year of 2025. The firm’s stated investment preference is equities, and its business model centers on advisory relationships rather than running pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices