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BIGELOW INVESTMENT ADVISORS, LLC
CRD 143733File 801-67875
APPROVED
Retail clients
Custody
Filing as of May 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$555.2M
Above cohort median (national)
Discretionary AUM
$434.5M
Non-discretionary $120.7M
Clients
331
895 accounts
Employees
8
Above cohort median in ME
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 3, 2007
- Principal office
- 2 MONUMENT SQUARE, SUITE 701, PORTLAND, ME, 04101
- Phone
- 207-772-2900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $555.2M
- Discretionary AUM
- $434.5M
- Non-discretionary AUM
- $120.7M
- Discretionary accounts
- 873
- Non-discretionary accounts
- 22
- Total accounts
- 895
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $15.1M |
| Other investment advisers | Fewer than 5 | $661K |
| High net worth individuals | 134 | $335.2M |
| Banking or thrift institutions | Fewer than 5 | $7.2M |
| Pension and profit sharing plans | 10 | $121.2M |
| Individuals (other than high net worth individuals) | 180 | $75.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- 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.