# Cabot Wealth Management

> 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.

- CRD: 107327
- Filed as: CABOT WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Beverly, MA
- Filing period: October 2026
- Form ADV filing dated: June 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107327
- AdvisorCensus page: https://advisorcensus.com/firm/cabot-wealth-management-beverly-ma-107327

## Quick answers

**How is Cabot Wealth Management compensated?**
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).

**What does Cabot Wealth Management's brochure say about its fees?**
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.

**Where is Cabot Wealth Management located?**
Cabot Wealth Management's principal office is in Beverly, MA, according to its Form ADV.

**Is Cabot Wealth Management registered with the SEC or a state?**
Cabot Wealth Management is an SEC-registered investment advisory firm, registered since 1983. Status as filed: Approved. CRD 107327.

**How much does Cabot Wealth Management manage?**
Cabot Wealth Management reports $1,217,598,885 in regulatory assets under management in its Form ADV filing dated June 25, 2026 (100% discretionary).

**How have Cabot Wealth Management's assets and staff changed since 2021?**
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.

**What types of clients does Cabot Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (636); charitable organizations (14).

**Which custodians does Cabot Wealth Management use?**
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.

**Does Cabot Wealth Management 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/107327

**What changed in Cabot Wealth Management's recent Form ADV filings?**
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).

## 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 25, 2026)

- 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

> Assets Managed: Annual Advisory Fee Up to $1,000,000 1.25% $1,000,000 - $2,500,000 1.00% $2,500,000 - $5,000,000 .85% $5,000,000 - $10,000,000 .75%

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $1,217,598,885
- Discretionary: $1,217,598,885
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 636 | $1,191,542,269 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 14 | $26,056,616 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1983 (43 years)
- Employees: 16 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ecabot.com
- LinkedIn @CABOT-WEALTH-MANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $933,206,426 | 17 | March 30, 2021 |
| October 2022 | $1,101,610,638 | 17 | September 14, 2022 |
| October 2023 | $862,691,335 | 17 | March 29, 2023 |
| October 2024 | $1,006,895,386 | 17 | March 28, 2024 |
| October 2025 | $1,060,164,023 | 16 | March 31, 2025 |
| October 2026 | $1,217,598,885 | 16 | June 25, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

### December 2025
- Registered or notice-filed in WI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cabot Wealth Management (CRD 107327): Form ADV filing data as of October 2026.