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J.M. FORBES & CO. LLP
CRD 107422File 801-2252
APPROVED
Retail clients
Custody
Filing as of Mar 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.67B
Top 25% of cohort (national)
Discretionary AUM
$1.67B
Non-discretionary $1.9M
Clients
1,076
1,076 accounts
Employees
21
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Partnership
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 6, 1960
- Principal office
- 121 MOUNT VERNON STREET, BOSTON, MA, 02108
- Phone
- 617-423-5705
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.67B
- Discretionary AUM
- $1.67B
- Non-discretionary AUM
- $1.9M
- Discretionary accounts
- 1,074
- Non-discretionary accounts
- 2
- Total accounts
- 1,076
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $52.8M |
| Charitable organizations | 21 | $114.4M |
| High net worth individuals | 356 | $1.31B |
| Pension and profit sharing plans | 4 | $10.1M |
| Individuals (other than high net worth individuals) | 685 | $183.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other 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.