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MINOT DEBLOIS ADVISORS LLC
CRD 140170File 801-69950
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.04B
Top 25% of cohort (national)
Discretionary AUM
$152.4M
Non-discretionary $1.89B
Clients
203
621 accounts
Employees
4
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 10, 2009
- Principal office
- ONE FEDERAL STREET, 25TH FLOOR, BOSTON, MA, 02110
- Phone
- 617-557-7413
- Website
- HTTPS://WWW.MINOTDEBLOIS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.04B
- Discretionary AUM
- $152.4M
- Non-discretionary AUM
- $1.89B
- Discretionary accounts
- 187
- Non-discretionary accounts
- 434
- Total accounts
- 621
- AUM per client
- $10.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $922K |
| Charitable organizations | 15 | $306.3M |
| High net worth individuals | 120 | $1.11B |
| Individuals (other than high net worth individuals) | 67 | $625.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- 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
- Yes
- Firm Custody Clients
- Yes
- 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- Q11C2
- Q11C5
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.