# Martha's Vineyard Investment Advisors, LLC

> 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.

- CRD: 291599
- Filed as: MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Tisbury, MA
- Filing period: October 2026
- Form ADV filing dated: August 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/291599
- AdvisorCensus page: https://advisorcensus.com/firm/martha-s-vineyard-investment-advisors-llc-west-tisbury-ma-291599

## Quick answers

**How is Martha's Vineyard Investment Advisors, LLC compensated?**
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).

**Where is Martha's Vineyard Investment Advisors, LLC located?**
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).

**Is Martha's Vineyard Investment Advisors, LLC registered with the SEC or a state?**
Martha's Vineyard Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 291599.

**How much does Martha's Vineyard Investment Advisors, LLC manage?**
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).

**How have Martha's Vineyard Investment Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Martha's Vineyard Investment Advisors, LLC serve?**
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).

**Which custodians does Martha's Vineyard Investment Advisors, LLC use?**
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.

**Does Martha's Vineyard Investment Advisors, LLC 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/291599

**What changed in Martha's Vineyard Investment Advisors, LLC's recent Form ADV filings?**
In the September 2026 filing data: Added an office in Falmouth, MA. 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)

### Custodians (Schedule D, Section 5.K(3))
- Martha's Vineyard Bank (affiliated with the firm)

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: $342,913,476
- Discretionary: $342,913,476
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 223 | $64,532,195 |
| High net worth individuals | 113 | $208,142,042 |
| Banking or thrift institutions | 2 | $4,070,887 |
| Charitable organizations | 21 | $54,891,792 |
| State or municipal government entities (including government pension plans) | 4 | $3,250,132 |
| Corporations or other businesses not listed above | 8 | $8,026,428 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, MD, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Falmouth, MA

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $159,869,162 | 8 | March 15, 2021 |
| October 2022 | $189,173,753 | 8 | March 1, 2022 |
| October 2023 | $173,996,379 | 9 | February 24, 2023 |
| October 2024 | $244,273,355 | 9 | March 20, 2024 |
| October 2025 | $280,709,177 | 6 | March 10, 2025 |
| October 2026 | $342,913,476 | 6 | August 4, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- Added an office in Falmouth, MA.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Martha's Vineyard Investment Advisors, LLC (CRD 291599): Form ADV filing data as of October 2026.