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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 157 | 156 |
| 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.