# Congress Asset Management Company, LLP

> Congress Asset Management Company, LLP is an SEC-registered investment advisory firm in Boston, MA, registered since 1985, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 105161
- Filed as: CONGRESS ASSET MANAGEMENT COMPANY, LLP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105161
- AdvisorCensus page: https://advisorcensus.com/firm/congress-asset-management-company-llp-boston-ma-105161

## Quick answers

**How is Congress Asset Management Company, LLP compensated?**
On its Form ADV (Item 5.E, October 2026), Congress Asset Management Company, LLP reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Congress Asset Management Company, LLP charge?**
Its Form ADV Part 2A brochure dated March 17, 2026 states: Asset-based fee: 0.1% to 1% 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 Congress Asset Management Company, LLP located?**
Congress Asset Management Company, LLP's principal office is in Boston, MA, according to its Form ADV.

**Is Congress Asset Management Company, LLP registered with the SEC or a state?**
Congress Asset Management Company, LLP is an SEC-registered investment advisory firm, registered since 1985. Status as filed: Approved. CRD 105161.

**How much does Congress Asset Management Company, LLP manage?**
Congress Asset Management Company, LLP reports $14,199,956,103 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**How have Congress Asset Management Company, LLP's assets and staff changed since 2021?**
In the Form ADV data for Congress Asset Management Company, LLP: Regulatory assets under management: $10,746,128,516 in the October 2021 data and $14,199,956,103 in the October 2026 data, up 32%. Total employees: 60 in October 2021 and 79 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Congress Asset Management Company, LLP serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6,408); high net worth individuals (1,611); corporations or other businesses not listed above (131).

**Which custodians does Congress Asset Management Company, LLP use?**
Congress Asset Management Company, LLP'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 Congress Asset Management Company, LLP 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/105161

**What changed in Congress Asset Management Company, LLP's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 27 to 28.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Asset-based fee: 0.1% to 1% a year (a range, as the brochure states it)

> Congress Asset's annual fees for Discretionary Portfolio Management Services for SMAs are based upon a percentage of assets under management and generally range from 0.10% to 1.00%.

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: $14,199,956,103
- Discretionary: $14,199,956,103
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6,408 | $2,416,584,802 |
| High net worth individuals | 1,611 | $4,400,173,678 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 8 | $4,271,515,653 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $52,395,876 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 49 | $1,333,028,501 |
| Charitable organizations | 94 | $920,916,259 |
| State or municipal government entities (including government pension plans) | 5 | $531,631,012 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 3 | $49,042,478 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 131 | $224,667,844 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 1985 (41 years)
- Employees: 79 total, 28 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [congress-mutual-funds.web.app](https://congress-mutual-funds.web.app)
- [congressasset.com](https://congressasset.com)
- [etfs.congressasset.com](https://etfs.congressasset.com)
- LinkedIn @congress-asset-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $10,746,128,516 | 60 | September 3, 2021 |
| October 2022 | $12,778,355,426 | 62 | March 16, 2022 |
| October 2023 | $10,099,098,612 | 67 | October 4, 2023 |
| October 2024 | $12,146,933,847 | 66 | March 26, 2024 |
| October 2025 | $14,186,740,344 | 72 | March 20, 2025 |
| October 2026 | $14,199,956,103 | 79 | March 17, 2026 |

Regulatory assets under management: $10,746,128,516 in the October 2021 data and $14,199,956,103 in the October 2026 data, up 32%.
Total employees: 60 in October 2021 and 79 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 27 to 28.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Congress Asset Management Company, LLP (CRD 105161): Form ADV filing data as of October 2026.