# Hathaway Advisory

> Hathaway Advisory is a state-registered investment advisory firm in Arlington, MA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 16, 2026.

- CRD: 337833
- Filed as: HATHAWAY ADVISORY
- Legal name: Hathaway & Co., LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Arlington, MA
- Filing period: October 2026
- Form ADV filing dated: April 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337833
- AdvisorCensus page: https://advisorcensus.com/firm/hathaway-advisory-arlington-ma-337833

## Quick answers

**How is Hathaway Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Hathaway Advisory reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Hathaway Advisory located?**
Hathaway Advisory's principal office is in Arlington, MA, according to its Form ADV.

**Is Hathaway Advisory registered with the SEC or a state?**
Hathaway Advisory is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337833.

**How much does Hathaway Advisory manage?**
Hathaway Advisory reports $10,991,750 in regulatory assets under management in its Form ADV filing dated April 16, 2026 (100% discretionary).

**Does Hathaway Advisory report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/337833

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $10,991,750
- Discretionary: $10,991,750
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $10,991,750 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hathawayadvisory.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hathaway Advisory (CRD 337833): Form ADV filing data as of October 2026.