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U. S. BOSTON CAPITAL CORPORATION
CRD 5251File 801-130044
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Feb 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$359.8M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $359.8M
Clients
97
271 accounts
Employees
5
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 26, 2024
- Principal office
- 55 OLD BEDFORD ROAD, SUITE 202, LINCOLN, MA, 01773
- Phone
- 781-259-1144
- Website
- https://www.usboston.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $359.8M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $359.8M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 271
- Total accounts
- 271
- AUM per client
- $3.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 30 | $279.0M |
| Pension and profit sharing plans | 5 | $12.8M |
| Individuals (other than high net worth individuals) | 62 | $68.0M |
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
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E2
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.