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| Keyboard |
| Nobscot Investment Management LLC
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|---|---|
| CRD # | 283289 |
| SEC # | 801-131154 |
| CIK # | |
| AUM | 164.2 M (2026-01-23) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 781-237-2700 |
| Address | 572 Washington Street Wellesley, MA 02482 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 3.7 |
| (b) Individuals (high net worth individuals) | 10 | 154.7 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 5.8 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 38 | 164.2 |
| By Discretionary | ||
| Discretionary | 38 | 164.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 38 | 164.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 164.2 | |
| Total | 38 | 164.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Expressive Wealth LLC
✚
|
IL | 165.2 M |
|
PR Wealth Management Group Inc
✚
|
IL | 164.9 M |
|
Wilkinson Wealth Management LLC
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|
AZ | 164.7 M |
|
Paul & Co Wealth Management Inc
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CA | 164.7 M |
|
Sage Investment Counsel LLC
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TN | 164.6 M |
|
RDM Capital Associates Inc
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NJ | 164.5 M |
|
Lexington Avenue Capital Management LLC
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|
164.2 M | |
|
Thirteen Twenty-Two Advisors LLC
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|
TX | 163.5 M |
|
Risley Capital Management LLC
✚
|
MO | 163.4 M |
|
Foundry Wealth Advisors LLC
✚
|
MD | 163.4 M |