AdvisorCensus / Financial advisors / Massachusetts / Boston / 1620 Investment Advisors, Inc.
1620 Investment Advisors, Inc. is an SEC-registered investment advisory firm in Plymouth, MA, registered since 2005, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 3, 2026.
Quick answers
From the filingHow is 1620 Investment Advisors, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), 1620 Investment Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is 1620 Investment Advisors, Inc. located?
1620 Investment Advisors, Inc.'s principal office is in Plymouth, MA, according to its Form ADV.
Is 1620 Investment Advisors, Inc. registered with the SEC or a state?
1620 Investment Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 119262.
How much does 1620 Investment Advisors, Inc. manage?
1620 Investment Advisors, Inc. reports $241,583,460 in regulatory assets under management in its Form ADV filing dated June 3, 2026 (98% discretionary).
How have 1620 Investment Advisors, Inc.'s assets and staff changed since 2021?
In the Form ADV data for 1620 Investment Advisors, Inc.: Regulatory assets under management: $147,266,999 in the October 2021 data and $241,583,460 in the October 2026 data, up 64%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does 1620 Investment Advisors, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (192); high net worth individuals (47); charitable organizations (3).
Which custodians does 1620 Investment Advisors, Inc. use?
1620 Investment Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists ADP, Bank of America, Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC, Raymond James & Associates, Inc. and TIAA as custodians holding 10% or more of its separately managed account assets.
Does 1620 Investment Advisors, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/119262
Does 1620 Investment Advisors, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated June 3, 2026 says: "The Advisor has a minimum relationship size of $225,000. Please see Item 7." "The Advisor requires a minimum relationship size of $225,000, which may be reduced at the Advisor’s sole discretion."
What changed in 1620 Investment Advisors, Inc.'s recent Form ADV filings?
In the July 2026 filing data: Employees performing advisory functions went from 4 to 3.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $225,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The Advisor has a minimum relationship size of $225,000. Please see Item 7.
The Advisor requires a minimum relationship size of $225,000, which may be reduced at the Advisor’s sole discretion.
As stated in the firm's Form ADV Part 2A brochure dated June 3, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$241,583,460 as of October 2026, filing dated June 3, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2005 (21 years)
- Employees
- Total: 5. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
7 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $241,583,460 | 5 | June 3, 2026 |
| October 2025 | $196,073,950 | 6 | March 25, 2025 |
| October 2024 | $181,420,555 | 6 | March 25, 2024 |
| October 2023 | $168,046,500 | 6 | March 16, 2023 |
| October 2022 | $172,346,470 | 6 | April 7, 2022 |
| October 2021 | $147,266,999 | 5 | March 31, 2021 |
Regulatory assets under management: $147,266,999 in the October 2021 data and $241,583,460 in the October 2026 data, up 64%.
Total employees: 5 in October 2021 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- July 2026
- Employees performing advisory functions went from 4 to 3.
- April 2026
- Regulatory assets under management went from $196,073,950 to $241,583,460 (+23%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. 1620 Investment Advisors, Inc. (CRD 119262): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/1620-investment-advisors-inc-plymouth-ma-119262