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| Keyboard |
| Martha's Vineyard Investment Advisors LLC
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|---|---|
| CRD # | 291599 |
| SEC # | 801-112370 |
| CIK # | |
| AUM | 342.9 M (2026-03-31) |
| Employees | 6 (67% Investors, 33% Brokers) |
| Phone | 508-693-8850 |
| Address | 496 State Rd West Tisbury, MA 02575 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 223 | 64.5 |
| (b) Individuals (high net worth individuals) | 113 | 208.1 |
| (c) Banking or thrift institutions | 2 | 4.1 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 21 | 54.9 |
| (i) State or municipal government entities | 4 | 3.3 |
| (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 | 8 | 8.0 |
| (n) Other | 0 | 0.0 |
| Total | 371 | 342.9 |
| By Discretionary | ||
| Discretionary | 371 | 342.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 371 | 342.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 342.9 | |
| Total | 371 | 342.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bourne Lent Asset Management Inc
✚
|
NY | 343.9 M |
|
M Group Investment Advisor LLC
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|
343.5 M | |
|
Victrix Investment Advisors LLC
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|
FL | 343.3 M |
|
Vertrix Wealth Management LLC
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|
MI | 343.2 M |
|
Ballast Financial Advisors LLC
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|
PA | 342.6 M |
|
MBA Advisors LLC
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|
PA | 342.6 M |
|
Athena Investment Management
✚
|
342.1 M | |
|
M3 Advisory Group LLC
✚
|
MA | 342.0 M |
|
Legacy Beyond Wealth LLC
✚
|
342.0 M | |
|
Eaglebrook Advisors Inc
✚
|
NY | 342.0 M |