# Minot Deblois Advisors LLC

> Minot Deblois Advisors LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2009, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 28, 2026.

- CRD: 140170
- Filed as: MINOT DEBLOIS ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/140170
- AdvisorCensus page: https://advisorcensus.com/firm/minot-deblois-advisors-llc-boston-ma-140170

## Quick answers

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

**Where is Minot Deblois Advisors LLC located?**
Minot Deblois Advisors LLC's principal office is in Boston, MA, according to its Form ADV.

**Is Minot Deblois Advisors LLC registered with the SEC or a state?**
Minot Deblois Advisors LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 140170.

**How much does Minot Deblois Advisors LLC manage?**
Minot Deblois Advisors LLC reports $2,044,115,331 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (7% discretionary).

**How have Minot Deblois Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Minot Deblois Advisors LLC: Regulatory assets under management: $1,697,000,000 in the October 2021 data and $2,044,115,331 in the October 2026 data, up 20%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Minot Deblois Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (120); individuals (other than high net worth individuals) (67); charitable organizations (15).

**Which custodians does Minot Deblois Advisors LLC use?**
Minot Deblois Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services and Fifth Third Bank as custodians holding 10% or more of its separately managed account assets.

**Does Minot Deblois Advisors LLC report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation) and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). 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 SEC record: https://adviserinfo.sec.gov/firm/summary/140170

**What changed in Minot Deblois Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,833,671,000 to $2,044,115,331 (+11%).

## 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 28, 2026)

- Minimum annual fee: $2,500

> c. There is a minimum fee of $2,500 per annum.

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
- Fifth Third Bank

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: $2,044,115,331
- Discretionary: $152,410,951
- Non-discretionary: $1,891,704,380

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 67 | $625,269,430 |
| High net worth individuals | 120 | $1,111,590,097 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 15 | $306,333,401 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $922,403 |
| Other | Not reported | $0 |

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

### Firm details
- Registered since: 2009 (17 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, DC, FL, MA, ME, NH, NY, VA, VT
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?

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 SEC record: https://adviserinfo.sec.gov/firm/summary/140170

### Websites listed on Form ADV (Item 1.I)
- minot-deblois-advisors.reportablenews.com
- minotdeblois.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,697,000,000 | 4 | August 31, 2021 |
| October 2022 | $1,909,200,000 | 4 | March 30, 2022 |
| October 2023 | $1,618,225,000 | 4 | July 24, 2023 |
| October 2024 | $1,706,000,000 | 4 | June 25, 2024 |
| October 2025 | $1,833,671,000 | 4 | March 29, 2025 |
| October 2026 | $2,044,115,331 | 4 | March 28, 2026 |

Regulatory assets under management: $1,697,000,000 in the October 2021 data and $2,044,115,331 in the October 2026 data, up 20%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,833,671,000 to $2,044,115,331 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Minot Deblois Advisors LLC (CRD 140170): Form ADV filing data as of October 2026.