{
  "crd_number": 291599,
  "slug": "martha-s-vineyard-investment-advisors-llc-west-tisbury-ma-291599",
  "primary_business_name": "MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC",
  "legal_name": "MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC",
  "dbas": [],
  "city": "West Tisbury",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "47240",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-01-26",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-08-04",
  "carried_forward": false,
  "raum_total": 342913476.0,
  "raum_discretionary": 342913476.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 54891792.0,
      "count": 21
    },
    "individuals": {
      "raum": 64532195.0,
      "count": 223
    },
    "banking_thrift": {
      "raum": 4070887.0,
      "count": 2,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 3250132.0,
      "count": 4,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 208142042.0,
      "count": 113
    },
    "corporations_other_businesses": {
      "raum": 8026428.0,
      "count": 8
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA",
    "MD",
    "NH",
    "TX"
  ],
  "websites": [
    "https://mvinvestmentadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/291599",
  "city_as_filed": "WEST TISBURY",
  "url": "https://advisorcensus.com/firm/martha-s-vineyard-investment-advisors-llc-west-tisbury-ma-291599",
  "display_name": "Martha's Vineyard Investment Advisors, LLC",
  "summary": "Martha's Vineyard Investment Advisors, LLC is an SEC-registered investment advisory firm in West Tisbury, MA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 4, 2026.",
  "citation": "AdvisorCensus. Martha's Vineyard Investment Advisors, LLC (CRD 291599): 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",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Martha's Vineyard Investment Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Martha's Vineyard Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Martha's Vineyard Investment Advisors, LLC located?",
      "a": "Martha's Vineyard Investment Advisors, LLC's principal office is in West Tisbury, MA, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Martha's Vineyard Investment Advisors, LLC registered with the SEC or a state?",
      "a": "Martha's Vineyard Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 291599."
    },
    {
      "q": "How much does Martha's Vineyard Investment Advisors, LLC manage?",
      "a": "Martha's Vineyard Investment Advisors, LLC reports $342,913,476 in regulatory assets under management in its Form ADV filing dated August 4, 2026 (100% discretionary)."
    },
    {
      "q": "How have Martha's Vineyard Investment Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Martha's Vineyard Investment Advisors, LLC: Regulatory assets under management: $159,869,162 in the October 2021 data and $342,913,476 in the October 2026 data, up 114%. Total employees: 8 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Martha's Vineyard Investment Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (223); high net worth individuals (113); charitable organizations (21)."
    },
    {
      "q": "Which custodians does Martha's Vineyard Investment Advisors, LLC use?",
      "a": "Martha's Vineyard Investment Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Martha's Vineyard Bank (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Martha's Vineyard Investment Advisors, LLC 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/291599"
    },
    {
      "q": "What changed in Martha's Vineyard Investment Advisors, LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Added an office in Falmouth, MA. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 159869162.0,
      "total_employees": 8,
      "filing_date": "2021-03-15"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 189173753.0,
      "total_employees": 8,
      "filing_date": "2022-03-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 173996379.0,
      "total_employees": 9,
      "filing_date": "2023-02-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 244273355.0,
      "total_employees": 9,
      "filing_date": "2024-03-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 280709177.0,
      "total_employees": 6,
      "filing_date": "2025-03-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 342913476.0,
      "total_employees": 6,
      "filing_date": "2026-08-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Added an office in Falmouth, MA.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 4.",
        "Regulatory assets under management went from $280,709,177 to $342,913,476 (+22%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Martha's Vineyard Bank",
      "name_as_filed": "MARTHA'S VINEYARD BANK",
      "affiliated": true
    }
  ],
  "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/martha-s-vineyard-investment-advisors-llc-west-tisbury-ma-291599.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 223,
      "fewer_than_5": false,
      "raum": 64532195.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 113,
      "fewer_than_5": false,
      "raum": 208142042.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 2,
      "fewer_than_5": true,
      "raum": 4070887.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 21,
      "fewer_than_5": false,
      "raum": 54891792.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 4,
      "fewer_than_5": true,
      "raum": 3250132.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 8,
      "fewer_than_5": false,
      "raum": 8026428.0
    }
  ],
  "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/291599",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}