SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Minot Deblois Advisors LLC
Boston, MA
CRD 140170
Firm filing updated March 28, 2026 ·
- $2BAssets
- 3Advisory staff
- 621Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals120
- Individuals67
- Charities15
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 67 | $625.3 million |
| High net worth individuals | 120 | $1.1 billion |
| Charitable organizations | 15 | $306.3 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $922,403 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$2.0 billion
- Accounts621
- Discretionary$152.4 million · 187 accounts
- Non-discretionary$1.9 billion · 434 accounts
People
- Employees4
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Registration details
- SEC-registered investment advisor. CRD 140170, SEC file 801-69950.
- Registered with the SEC as an investment advisor (status date on record: March 10, 2009).
Is Minot Deblois Advisors LLC a fiduciary?
Short answer: Minot Deblois Advisors LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.