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WAINWRIGHT INVESTMENT COUNSEL LLC
CRD 108711File 801-56485
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.52B
Top 25% of cohort (national)
Discretionary AUM
$127.1M
Non-discretionary $5.39B
Clients
212
214 accounts
Employees
17
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jun 18, 1999
- Principal office
- ONE BOSTON PLACE, 29TH FLOOR, BOSTON, MA, 02108
- Phone
- 617-531-3100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.52B
- Discretionary AUM
- $127.1M
- Non-discretionary AUM
- $5.39B
- Discretionary accounts
- 62
- Non-discretionary accounts
- 152
- Total accounts
- 214
- AUM per client
- $26.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $25.3M |
| Charitable organizations | 12 | $161.4M |
| High net worth individuals | 108 | $1.69B |
| Pooled investment vehicles | 1 | $13.5M |
| Pension and profit sharing plans | Fewer than 5 | $6.0M |
| State or municipal government entities | 10 | $2.84B |
| Individuals (other than high net worth individuals) | 68 | $42.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — BESPOKE ADVISORY AND CONSULTING SERVICES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
- 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
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- 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 | 214 | 212 |
| 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.