# Alco Advisors, Inc.

> Alco Advisors, Inc. is a state-registered investment advisory firm in Duxbury, MA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 129513
- Filed as: ALCO ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Duxbury, MA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/129513
- AdvisorCensus page: https://advisorcensus.com/firm/alco-advisors-inc-duxbury-ma-129513

## Quick answers

**How is Alco Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Alco Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; other.

**Where is Alco Advisors, Inc. located?**
Alco Advisors, Inc.'s principal office is in Duxbury, MA, according to its Form ADV.

**Is Alco Advisors, Inc. registered with the SEC or a state?**
Alco Advisors, Inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 129513.

**How much does Alco Advisors, Inc. manage?**
Alco Advisors, Inc. reports $28,833,969 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (88% discretionary).

**What types of clients does Alco Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (34); high net worth individuals (6); charitable organizations (3).

**Does Alco 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/129513

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Regulatory assets under management (Item 5.F)
- Total: $28,833,969
- Discretionary: $25,359,914
- Non-discretionary: $3,474,055

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $9,084,140 |
| High net worth individuals | 6 | $15,523,444 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | 3 | $4,226,385 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |
| Other | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alco Advisors, Inc. (CRD 129513): Form ADV filing data as of October 2026.