# 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.

- CRD: 119262
- Filed as: 1620 INVESTMENT ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Plymouth, MA
- Filing period: October 2026
- Form ADV filing dated: June 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/119262
- AdvisorCensus page: https://advisorcensus.com/firm/1620-investment-advisors-inc-plymouth-ma-119262

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 3, 2026)

- Account minimum: $225,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- ADP
- Bank of America
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- Raymond James & Associates, Inc.
- TIAA

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.

### Regulatory assets under management (Item 5.F)
- Total: $241,583,460
- Discretionary: $236,579,020
- Non-discretionary: $5,004,440

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 192 | $108,690,510 |
| High net worth individuals | 47 | $128,581,692 |
| Charitable organizations | 3 | $4,311,258 |

### 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

### Firm details
- Registered since: 2005 (21 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, GA, LA, MA, NH, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 1620ia.com
- 1620ia.net
- LinkedIn @1620-investment-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $147,266,999 | 5 | March 31, 2021 |
| October 2022 | $172,346,470 | 6 | April 7, 2022 |
| October 2023 | $168,046,500 | 6 | March 16, 2023 |
| October 2024 | $181,420,555 | 6 | March 25, 2024 |
| October 2025 | $196,073,950 | 6 | March 25, 2025 |
| October 2026 | $241,583,460 | 5 | June 3, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 1620 Investment Advisors, Inc. (CRD 119262): Form ADV filing data as of October 2026.