# S & Co., Inc.

> S & Co., Inc. is an SEC-registered investment advisory firm in Boston, MA, registered since 1988, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 110026
- Filed as: S & CO., INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110026
- AdvisorCensus page: https://advisorcensus.com/firm/s-and-co-inc-boston-ma-110026

## Quick answers

**How is S & Co., Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), S & Co., Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is S & Co., Inc. located?**
S & Co., Inc.'s principal office is in Boston, MA, according to its Form ADV.

**Is S & Co., Inc. registered with the SEC or a state?**
S & Co., Inc. is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 110026.

**How much does S & Co., Inc. manage?**
S & Co., Inc. reports $2,456,013,267 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have S & Co., Inc.'s assets and staff changed since 2021?**
In the Form ADV data for S & Co., Inc.: Regulatory assets under management: $1,846,915,144 in the October 2021 data and $2,456,013,267 in the October 2026 data, up 33%. Total employees: 15 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does S & Co., Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (302); individuals (other than high net worth individuals) (58); charitable organizations (17).

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

**Does S & Co., 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/110026

**What changed in S & Co., Inc.'s recent Form ADV filings?**
In the January 2026 filing data: No longer registered or notice-filed in NC, RI.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Fiduciary Trust Company

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: $2,456,013,267
- Discretionary: $2,456,013,267
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 58 | $15,284,261 |
| High net worth individuals | 302 | $1,449,448,923 |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $821,236,094 |
| Charitable organizations | 17 | $170,043,989 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 1988 (37 years)
- Employees: 15 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, CT, DE, FL, MA, MD, ME, MT, NH, NY, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,846,915,144 | 15 | March 30, 2021 |
| October 2022 | $2,208,513,838 | 15 | March 31, 2022 |
| October 2023 | $2,031,059,688 | 15 | March 31, 2023 |
| October 2024 | $2,114,986,938 | 14 | March 29, 2024 |
| October 2025 | $2,278,333,658 | 15 | March 31, 2025 |
| October 2026 | $2,456,013,267 | 15 | March 31, 2026 |

Regulatory assets under management: $1,846,915,144 in the October 2021 data and $2,456,013,267 in the October 2026 data, up 33%.
Total employees: 15 in October 2021 and 15 in October 2026.

## Changes in the filing (last 12 months)

### January 2026
- No longer registered or notice-filed in NC, RI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. S & Co., Inc. (CRD 110026): Form ADV filing data as of October 2026.