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MIDDLETON & COMPANY INC.
CRD 104549File 801-21247
APPROVED
Retail clients
Custody
Filing as of May 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.23B
Above cohort median (national)
Discretionary AUM
$1.23B
Clients
368
613 accounts
Employees
16
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 4, 1984
- Principal office
- 600 ATLANTIC AVENUE; 18TH FLOOR, BOSTON, MA, 02210-2211
- Phone
- (617)357-5101
- Website
- HTTP://WWW.MIDDLETONCO.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.23B
- Discretionary AUM
- $1.23B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 613
- Non-discretionary accounts
- 0
- Total accounts
- 613
- AUM per client
- $3.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 17 | $93.9M |
| High net worth individuals | 238 | $1.02B |
| Pension and profit sharing plans | 5 | $74.1M |
| Individuals (other than high net worth individuals) | 108 | $50.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.