# Shipwright Advisors

> Shipwright Advisors is a state-registered investment advisory firm in Burlington, VT, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 329816
- Filed as: SHIPWRIGHT ADVISORS
- Legal name: Shipwright Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Burlington, VT
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329816
- AdvisorCensus page: https://advisorcensus.com/firm/shipwright-advisors-burlington-vt-329816

## Quick answers

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

**Where is Shipwright Advisors located?**
Shipwright Advisors' principal office is in Burlington, VT, according to its Form ADV.

**Is Shipwright Advisors registered with the SEC or a state?**
Shipwright Advisors is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329816.

**How much does Shipwright Advisors manage?**
Shipwright Advisors reports $2,238,195 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Shipwright Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16); high net worth individuals (2).

**Does Shipwright Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329816

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,238,195
- Discretionary: $2,238,195
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $1,976,253 |
| High net worth individuals | 2 | $261,942 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- shipwright.co
- shipwrightadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Shipwright Advisors (CRD 329816): Form ADV filing data as of October 2026.