← Directory
PEDDOCK CAPITAL ADVISORS, LLC
CRD 148216File 801-69611
APPROVED
Retail clients
Custody
Filing as of Jun 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$836.2M
Above cohort median (national)
Discretionary AUM
$801.1M
Non-discretionary $35.0M
Clients
173
500 accounts
Employees
6
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 8, 2008
- Principal office
- 50 BRAINTREE HILL OFFICE PARK, SUITE 207, BRAINTREE, MA, 02184
- Phone
- (781) 848-0288
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $836.2M
- Discretionary AUM
- $801.1M
- Non-discretionary AUM
- $35.0M
- Discretionary accounts
- 496
- Non-discretionary accounts
- 4
- Total accounts
- 500
- AUM per client
- $4.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $37.7M |
| Charitable organizations | Fewer than 5 | $482K |
| High net worth individuals | 99 | $742.1M |
| Pension and profit sharing plans | Fewer than 5 | $27.4M |
| Individuals (other than high net worth individuals) | 74 | $28.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other 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
- 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 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.