# Gregory M Doherty, CPA

> Gregory M Doherty, CPA is a state-registered investment advisory firm in Dedham, MA, registered since 1998, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 129532
- Filed as: GREGORY M DOHERTY, CPA
- Legal name: Dedham Business Services Associates
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dedham, MA
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/129532
- AdvisorCensus page: https://advisorcensus.com/firm/gregory-m-doherty-cpa-dedham-ma-129532

## Quick answers

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

**Where is Gregory M Doherty, CPA located?**
Gregory M Doherty, CPA's principal office is in Dedham, MA, according to its Form ADV.

**Is Gregory M Doherty, CPA registered with the SEC or a state?**
Gregory M Doherty, CPA is a state-registered investment advisory firm, registered since 1998. Status as filed: APPROVED. CRD 129532.

**How much does Gregory M Doherty, CPA manage?**
Gregory M Doherty, CPA reports $66,727,662 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**What types of clients does Gregory M Doherty, CPA serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (126).

**Does Gregory M Doherty, CPA report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/129532

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $66,727,662
- Discretionary: $66,727,662
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 126 | $66,727,662 |

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

### Firm details
- Registered since: 1998 (27 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/129532

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gregory M Doherty, CPA (CRD 129532): Form ADV filing data as of October 2026.