RIGBY WATTS INVESTMENT ADVISORS

Overview

Rigby Watts Investment Advisors is a small, individually owned registered investment advisor organized as an LLC that runs discretionary portfolio management and financial planning alongside non-investment businesses including real estate brokerage and a law practice. The firm’s investment posture is equity-centric: exchange-traded equities dominate the managed assets and the firm charges traditional percentage-of-AUM fees augmented by the ability to bill hourly. Advisory services target individuals, small businesses and institutional or business accounts, and the firm is active in structuring or sponsoring private vehicles—consistent with its industry roles as an adviser, a law firm and a sponsor/manager of private investment vehicles. The adviser does not identify itself as an active ESG investor and is not reported as a multi-state adviser. Its operating profile combines liquid public-market management with access to private-market opportunities, which suggests a hybrid approach that pairs standard SMA/ETF exposures with selective private placements and real estate interests.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices