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CRAIG DUVARNEY, CFP
Legal name: DUVARNEY, CRAIG DOUGLAS
CRD 126911File 801-111957
APPROVED
Retail clients
Custody
Filing as of Jan 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$371.0M
Below cohort median (national)
Discretionary AUM
$368.2M
Non-discretionary $2.7M
Clients
152
681 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Sole Proprietorship
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 27, 2017
- Principal office
- Not reported
- Phone
- 978-772-2156
- Website
- HTTP://WWW.CRAIGDUVARNEY.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $371.0M
- Discretionary AUM
- $368.2M
- Non-discretionary AUM
- $2.7M
- Discretionary accounts
- 672
- Non-discretionary accounts
- 9
- Total accounts
- 681
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 120 | $350.4M |
| Individuals (other than high net worth individuals) | 32 | $20.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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.