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CHOATE INVESTMENT ADVISORS
Legal name: CHOATE INVESTMENT ADVISORS LLC
CRD 106109File 801-53321
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$10.05B
Top 10% of cohort (national)
Discretionary AUM
$9.27B
Non-discretionary $776.9M
Clients
653
4,009 accounts
Employees
34
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Nov 29, 1996
- Principal office
- TWO INTERNATIONAL PLACE, SUITE 3000, BOSTON, MA, 02110
- Phone
- 617-973-4900
- Website
- HTTP://WWW.CHOATEWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10.05B
- Discretionary AUM
- $9.27B
- Non-discretionary AUM
- $776.9M
- Discretionary accounts
- 3,887
- Non-discretionary accounts
- 122
- Total accounts
- 4,009
- AUM per client
- $15.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 36 | $544.0M |
| High net worth individuals | 519 | $9.37B |
| Pooled investment vehicles | 3 | $88.1M |
| Individuals (other than high net worth individuals) | 95 | $45.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- 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
- Yes
- Firm Custody Clients
- Yes
- 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 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.