# Assabet Advisors, LLC

> Assabet Advisors, LLC is an SEC-registered investment advisory firm in Holden, MA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 19, 2026.

- CRD: 127795
- Filed as: ASSABET ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Holden, MA
- Filing period: October 2026
- Form ADV filing dated: August 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/127795
- AdvisorCensus page: https://advisorcensus.com/firm/assabet-advisors-llc-holden-ma-127795

## Quick answers

**How is Assabet Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Assabet Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Assabet Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 11, 2026 states: Asset-based fee: 0.8% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Assabet Advisors, LLC located?**
Assabet Advisors, LLC's principal office is in Holden, MA, according to its Form ADV.

**Is Assabet Advisors, LLC registered with the SEC or a state?**
Assabet Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 127795.

**How much does Assabet Advisors, LLC manage?**
Assabet Advisors, LLC reports $171,382,707 in regulatory assets under management in its Form ADV filing dated August 19, 2026 (98% discretionary).

**How have Assabet Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Assabet Advisors, LLC: Regulatory assets under management: $120,283,968 in the October 2021 data and $171,382,707 in the October 2026 data, up 42%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Assabet Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (45); individuals (other than high net worth individuals) (32).

**Which custodians does Assabet Advisors, LLC use?**
Assabet Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Assabet Advisors, LLC 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/127795

**Does Assabet Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 11, 2026 says: "We typically require a minimum relationship size of $750,000 for investment advisory clients, although this may be negotiable under certain circumstances."

**What changed in Assabet Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 3.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Asset-based fee: 0.8% to 1.25% a year (a range, as the brochure states it)

> The annual fee established for an individual client will be in a range between 0.80% and 1.25% and depends upon several factors including the market value of assets under management, the number of accounts and the type of management services to be provided.

- Account minimum: $750,000 (the brochure says it may be waived or negotiated)

> We typically require a minimum relationship size of $750,000 for investment advisory clients, although this may be negotiable under certain circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $171,382,707
- Discretionary: $167,800,594
- Non-discretionary: $3,582,113

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $14,042,014 |
| High net worth individuals | 45 | $146,826,142 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,553,541 |
| Charitable organizations | Fewer than 5 | $6,893,764 |
| Corporations or other businesses not listed above | Fewer than 5 | $67,246 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- assabetadvisors.com
- Facebook facebook.com
- Instagram @assabet_advisors
- LinkedIn @6716524
- X @ASSABETADVISORS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $120,283,968 | 2 | September 23, 2021 |
| October 2022 | $134,476,757 | 2 | May 5, 2022 |
| October 2023 | $126,155,317 | 2 | June 27, 2023 |
| October 2024 | $139,899,891 | 2 | February 22, 2024 |
| October 2025 | $158,251,676 | 2 | February 18, 2025 |
| October 2026 | $171,382,707 | 3 | August 19, 2026 |

Regulatory assets under management: $120,283,968 in the October 2021 data and $171,382,707 in the October 2026 data, up 42%.
Total employees: 2 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Assabet Advisors, LLC (CRD 127795): Form ADV filing data as of October 2026.