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JOHN W. BRISTOL & CO., INC.
CRD 105597File 801-13942
APPROVED
Retail clients
Custody
Filing as of Aug 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$7.07B
Top 25% of cohort (national)
Discretionary AUM
$7.04B
Non-discretionary $27.3M
Clients
156
157 accounts
Employees
19
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jun 30, 1978
- Principal office
- 48 WALL STREET, 18TH FLOOR, NEW YORK, NY, 10005-2924
- Phone
- 212-389-5880
- Website
- https://www.jwbristol.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.07B
- Discretionary AUM
- $7.04B
- Non-discretionary AUM
- $27.3M
- Discretionary accounts
- 155
- Non-discretionary accounts
- 2
- Total accounts
- 157
- AUM per client
- $45.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $82.3M |
| Charitable organizations | 52 | $2.21B |
| High net worth individuals | 83 | $3.96B |
| Pooled investment vehicles | 1 | $206.9M |
| Pension and profit sharing plans | 13 | $539.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- 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
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 157 | 156 | decreased by1 |
| Aug 12, 2026 | Employees | 18 | 19 | increased by1 |
| Apr 1, 2026 | Clients | 144 | 157 | increased by13 |
| Apr 1, 2026 | AUM | $6,716,574,477 | $7,065,907,809 | increased by$349,333,332 |
| Apr 1, 2026 | Accounts | 148 | 157 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 19 | 18 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 133 | 144 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,291,834,491 | $6,716,574,477 | increased by$424,739,986 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 133 | 148 | increased by15 |
| Apr 1, 2022 | Clients | 121 | 133 | increased by12 |
| Apr 1, 2022 | AUM | $5,485,821,703 | $6,291,834,491 | increased by$806,012,788 |
| Apr 1, 2022 | Accounts | 120 | 133 | increased by13 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “JOHN BRISTOL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JOHN BRISTOL” may also match similarly-named firms). Confirm identity against each filing.
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.