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WOODSTOCK CORPORATION
CRD 110662File 801-4782
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.29B
Above cohort median (national)
Discretionary AUM
$1.29B
Clients
238
577 accounts
Employees
10
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 4, 1968
- Principal office
- 21 CUSTOM HOUSE STREET, 5TH FLOOR, BOSTON, MA, 02110
- Phone
- 617-227-0600
- Website
- HTTP://WWW.WOODSTOCKCORP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.29B
- Discretionary AUM
- $1.29B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 577
- Non-discretionary accounts
- 0
- Total accounts
- 577
- AUM per client
- $5.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $23.1M |
| Charitable organizations | 8 | $30.3M |
| High net worth individuals | 140 | $1.17B |
| Pension and profit sharing plans | Fewer than 5 | $21.4M |
| Individuals (other than high net worth individuals) | 90 | $46.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
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 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 7 | 10 | increased by3 |
| Jul 1, 2026 | Clients | 241 | 238 | decreased by3 |
| Jul 1, 2026 | AUM | $1,185,574,906 | $1,291,874,460 | increased by$106,299,554 |
| Jul 1, 2026 | Accounts | 568 | 577 | increased by9 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 8 | 7 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 237 | 241 | increased by4 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,116,283,437 | $1,185,574,906 | increased by$69,291,469 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 560 | 568 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 240 | 237 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $997,076,168 | $1,116,283,437 | increased by$119,207,269 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 554 | 560 | increased by6 |
| Jul 1, 2022 | Employees | 9 | 8 | decreased by1 |
| Jul 1, 2022 | Clients | 262 | 240 | decreased by22 |
| Jul 1, 2022 | AUM | $940,683,036 | $997,076,168 | increased by$56,393,132 |
| Jul 1, 2022 | Accounts | 572 | 554 | decreased by18 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WOODSTOCK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WOODSTOCK” 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.