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| JM Forbes & Co LLP
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| CRD # | 107422 |
| SEC # | 801-2252 |
| CIK # | 0001067532 |
| AUM | 1,674.3 M (2026-03-12) |
| Employees | 21 (24% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 617-423-5705 |
| Address | 121 Mount Vernon Street Boston, MA 02108 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 82.5 | ||
| Alphabet Inc | 73.2 | ||
| Apple Inc | 71.9 | ||
| iShares Comex Gold Trust | 68.8 | ||
| Microsoft Corp | 58.1 | ||
| Amazon Com Inc | 45.4 | ||
| Broadcom Inc | 44.6 | ||
| J P Morgan Chase & Co | 32.7 | ||
| Johnson & Johnson | 29.8 | ||
| Bank of America Corp /DE/ | 26.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 685 | 183.9 |
| (b) Individuals (high net worth individuals) | 356 | 1,313.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 10.1 |
| (h) Charitable organizations | 21 | 114.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 52.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,076 | 1,674.3 |
| By Discretionary | ||
| Discretionary | 1,074 | 1,672.4 |
| Non-Discretionary | 2 | 1.9 |
| Total | 1,076 | 1,674.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 31.6 | |
| United States Persons | 1,642.7 | |
| Total | 1,076 | 1,674.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001067532] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wellington Consulting Services Inc
✚
|
VA | 1,689.3 M |
|
Petredis Investment Advisors LLC
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|
PA | 1,687.0 M |
|
Nevastar Finance Ltd
✚
|
1,684.6 M | |
|
Patton Albertson Miller Group LLC
✚
|
TN | 1,677.8 M |
|
CPC Advisors LLC
✚
|
GA | 1,675.4 M |
|
KMG Fiduciary Partners LLC
✚
|
OH | 1,672.6 M |
|
Cannon Financial Strategists Inc
✚
|
GA | 1,669.8 M |
|
Orange Investment Advisors Inc
✚
|
NY | 1,668.4 M |
|
Northern Trust Securities Inc
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|
IL | 1,662.4 M |
|
Strategic Family Wealth Counselors LLC
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|
NJ | 1,659.7 M |