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SEARLE & CO.
CRD 13035File 801-68574
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Dec 16, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$629.9M
Above cohort median (national)
Discretionary AUM
$601.1M
Non-discretionary $28.8M
Clients
127
129 accounts
Employees
13
Below cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Nov 30, 2007
- Principal office
- 333 GREENWICH AVENUE, GREENWICH, CT, 06830
- Phone
- 203-869-4800
- Website
- HTTP://SEARLECO.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $629.9M
- Discretionary AUM
- $601.1M
- Non-discretionary AUM
- $28.8M
- Discretionary accounts
- 119
- Non-discretionary accounts
- 10
- Total accounts
- 129
- AUM per client
- $5.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $4.8M |
| High net worth individuals | 119 | $621.5M |
| Individuals (other than high net worth individuals) | 7 | $3.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Commissions
- A percentage of assets under your management
Advisory activities
- 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- Q11
- Q11E2
- Q11E4
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.