# Pinney & Scofield, Inc.

> Pinney & Scofield, Inc. is an SEC-registered investment advisory firm in Cambridge, MA, registered since 1985, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 105365
- Filed as: PINNEY & SCOFIELD, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cambridge, MA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105365
- AdvisorCensus page: https://advisorcensus.com/firm/pinney-and-scofield-inc-cambridge-ma-105365

## Quick answers

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

**How much does Pinney & Scofield, Inc. charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Hourly rate: $250 to $500 an hour (financial planning and/or consulting services…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Pinney & Scofield, Inc. located?**
Pinney & Scofield, Inc.'s principal office is in Cambridge, MA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Pinney & Scofield, Inc. registered with the SEC or a state?**
Pinney & Scofield, Inc. is an SEC-registered investment advisory firm, registered since 1985. Status as filed: Approved. CRD 105365.

**How much does Pinney & Scofield, Inc. manage?**
Pinney & Scofield, Inc. reports $858,739,612 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Pinney & Scofield, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Pinney & Scofield, Inc.: Regulatory assets under management: $577,301,188 in the October 2021 data and $858,739,612 in the October 2026 data, up 49%. 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 Pinney & Scofield, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (221); individuals (other than high net worth individuals) (74).

**Which custodians does Pinney & Scofield, Inc. use?**
Pinney & Scofield, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Pinney & Scofield, Inc. 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/105365

**Does Pinney & Scofield, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 26, 2026 says: "The Firm generally requires an initial minimum portfolio size of $1,000,000 in managed assets for investment advisory services."

**What changed in Pinney & Scofield, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $749,004,478 to $858,739,612 (+15%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Account minimum: $1,000,000

> The Firm generally requires an initial minimum portfolio size of $1,000,000 in managed assets for investment advisory services.

- Hourly rate: $250 to $500 an hour (financial planning and/or consulting services…)

> The Firm’s planning and consulting fees are negotiable, but generally range from $250.00 to $500.00 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $858,739,612
- Discretionary: $858,739,612
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 74 | $35,995,514 |
| High net worth individuals | 221 | $822,744,098 |

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

### Firm details
- Registered since: 1985 (41 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, ID, LA, MA, ME, NC, NH, NJ, NM, NY, RI, TX, VA, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $577,301,188 | 4 | March 26, 2021 |
| October 2022 | $664,829,088 | 4 | April 4, 2022 |
| October 2023 | $576,278,052 | 4 | March 16, 2023 |
| October 2024 | $666,151,537 | 4 | March 21, 2024 |
| October 2025 | $749,004,478 | 4 | March 18, 2025 |
| October 2026 | $858,739,612 | 4 | March 27, 2026 |

Regulatory assets under management: $577,301,188 in the October 2021 data and $858,739,612 in the October 2026 data, up 49%.
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 $749,004,478 to $858,739,612 (+15%).

### January 2026
- No longer registered or notice-filed in OR.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pinney & Scofield, Inc. (CRD 105365): Form ADV filing data as of October 2026.