{
  "crd_number": 107327,
  "slug": "cabot-wealth-management-beverly-ma-107327",
  "primary_business_name": "CABOT WEALTH MANAGEMENT",
  "legal_name": "CABOT WEALTH MANAGEMENT",
  "dbas": [],
  "city": "Beverly",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1983-09-16",
  "years_registered": 43,
  "period": "2026-10-01",
  "filing_date": "2026-06-25",
  "carried_forward": false,
  "raum_total": 1217598885.0,
  "raum_discretionary": 1217598885.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 16,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 26056616.0,
      "count": 14
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 1191542269.0,
      "count": 636
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AZ",
    "CA",
    "CT",
    "DE",
    "FL",
    "GA",
    "IL",
    "LA",
    "MA",
    "ME",
    "MI",
    "MN",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NY",
    "OH",
    "PA",
    "SC",
    "TX",
    "VA",
    "VT",
    "WI"
  ],
  "websites": [
    "https://ecabot.com",
    "https://linkedin.com/COMPANY/CABOT-WEALTH-MANAGEMENT"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107327",
  "city_as_filed": "BEVERLY",
  "url": "https://advisorcensus.com/firm/cabot-wealth-management-beverly-ma-107327",
  "display_name": "Cabot Wealth Management",
  "summary": "Cabot Wealth Management is an SEC-registered investment advisory firm in Beverly, MA, registered since 1983, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 25, 2026.",
  "citation": "AdvisorCensus. Cabot Wealth Management (CRD 107327): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Cabot Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Cabot Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does Cabot Wealth Management's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated June 25, 2026 states: Up to $1,000,000: 1.25% a year; $1,000,000 to $2,500,000: 1% a year; $2,500,000 to $5,000,000: 0.85% a year; $5,000,000 to $10,000,000: 0.75% a year; Above $10,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Cabot Wealth Management located?",
      "a": "Cabot Wealth Management's principal office is in Beverly, MA, according to its Form ADV."
    },
    {
      "q": "Is Cabot Wealth Management registered with the SEC or a state?",
      "a": "Cabot Wealth Management is an SEC-registered investment advisory firm, registered since 1983. Status as filed: Approved. CRD 107327."
    },
    {
      "q": "How much does Cabot Wealth Management manage?",
      "a": "Cabot Wealth Management reports $1,217,598,885 in regulatory assets under management in its Form ADV filing dated June 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Cabot Wealth Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Cabot Wealth Management: Regulatory assets under management: $933,206,426 in the October 2021 data and $1,217,598,885 in the October 2026 data, up 30%. Total employees: 17 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Cabot Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (636); charitable organizations (14)."
    },
    {
      "q": "Which custodians does Cabot Wealth Management use?",
      "a": "Cabot Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Cabot Wealth Management report any disciplinary disclosures?",
      "a": "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/107327"
    },
    {
      "q": "What changed in Cabot Wealth Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $1,060,164,023 to $1,217,598,885 (+15%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 933206426.0,
      "total_employees": 17,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1101610638.0,
      "total_employees": 17,
      "filing_date": "2022-09-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 862691335.0,
      "total_employees": 17,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1006895386.0,
      "total_employees": 17,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1060164023.0,
      "total_employees": 16,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1217598885.0,
      "total_employees": 16,
      "filing_date": "2026-06-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,060,164,023 to $1,217,598,885 (+15%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in WI."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 25, 2026",
    "tiers": [
      {
        "band": "Up to $1,000,000",
        "rate": "1.25%"
      },
      {
        "band": "$1,000,000 to $2,500,000",
        "rate": "1%"
      },
      {
        "band": "$2,500,000 to $5,000,000",
        "rate": "0.85%"
      },
      {
        "band": "$5,000,000 to $10,000,000",
        "rate": "0.75%"
      },
      {
        "band": "Above $10,000,000",
        "rate": null,
        "note": "Not stated in this schedule; see the brochure."
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $1,000,000: 1.25% a year",
          "$1,000,000 to $2,500,000: 1% a year",
          "$2,500,000 to $5,000,000: 0.85% a year",
          "$5,000,000 to $10,000,000: 0.75% a year",
          "Above $10,000,000: see the brochure"
        ],
        "quotes": [
          "Assets Managed:                     Annual Advisory Fee \nUp to $1,000,000    1.25% \n$1,000,000 - $2,500,000   1.00% \n$2,500,000 - $5,000,000   .85% \n$5,000,000 - $10,000,000   .75%"
        ]
      }
    ],
    "quotes": [
      "Assets Managed:                     Annual Advisory Fee \nUp to $1,000,000    1.25% \n$1,000,000 - $2,500,000   1.00% \n$2,500,000 - $5,000,000   .85% \n$5,000,000 - $10,000,000   .75%"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/cabot-wealth-management-beverly-ma-107327.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 636,
      "fewer_than_5": false,
      "raum": 1191542269.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 14,
      "fewer_than_5": false,
      "raum": 26056616.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107327",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}