# Silk Investment Advisors

> Silk Investment Advisors is a state-registered investment advisory firm, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 156030
- Filed as: SILK INVESTMENT ADVISORS
- Legal name: C. Silk & Sons, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/156030
- AdvisorCensus page: https://advisorcensus.com/firm/silk-investment-advisors-156030

## Quick answers

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

**Is Silk Investment Advisors registered with the SEC or a state?**
Silk Investment Advisors is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 156030.

**How much does Silk Investment Advisors manage?**
Silk Investment Advisors reports $5,236,478 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**What types of clients does Silk Investment Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (41); high net worth individuals (14).

**Does Silk Investment 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/156030

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $5,236,478
- Discretionary: $5,236,478
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 41 | $2,047,202 |
| High net worth individuals | 14 | $3,189,276 |

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

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- silkinvestmentadvisors.com
- LinkedIn @marcbsilk

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Silk Investment Advisors (CRD 156030): Form ADV filing data as of October 2026.