← Directory
S & CO., INC.
CRD 110026File 801-33273
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.46B
Top 25% of cohort (national)
Discretionary AUM
$2.46B
Clients
383
383 accounts
Employees
15
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Nov 10, 1988
- Principal office
- 50 CONGRESS STREET, ROOM 800, BOSTON, MA, 02109
- Phone
- 617-227-8660
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.46B
- Discretionary AUM
- $2.46B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 383
- Non-discretionary accounts
- 0
- Total accounts
- 383
- AUM per client
- $6.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 17 | $170.0M |
| High net worth individuals | 302 | $1.45B |
| Pooled investment vehicles | 6 | $821.2M |
| Individuals (other than high net worth individuals) | 58 | $15.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- 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
- Yes
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 372 | 383 | increased by11 |
| Apr 1, 2026 | AUM | $2,278,333,658 | $2,456,013,267 | increased by$177,679,609 |
| Apr 1, 2026 | Accounts | 372 | 383 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 340 | 372 | increased by32 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,208,513,838 | $2,278,333,658 | increased by$69,819,820 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 340 | 372 | increased by32 |
| Apr 1, 2022 | Clients | 319 | 340 | increased by21 |
| Apr 1, 2022 | AUM | $1,846,915,144 | $2,208,513,838 | increased by$361,598,694 |
| Apr 1, 2022 | Accounts | 319 | 340 | increased by21 |
| 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 “S & CO., INC.” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“S & CO., INC.” 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.