{
  "crd_number": 122443,
  "slug": "steven-ayers-and-company-cambridge-ma-122443",
  "primary_business_name": "STEVEN AYERS & COMPANY",
  "legal_name": "STEVEN AYERS & COMPANY",
  "dbas": [],
  "city": "Cambridge",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2012-07-10",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-07-02",
  "carried_forward": false,
  "raum_total": 88553357.0,
  "raum_discretionary": 87710484.0,
  "raum_non_discretionary": 842873.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 492972.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 9094075.0,
      "count": 39
    },
    "high_net_worth_individuals": {
      "raum": 78966310.0,
      "count": 28
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "CA",
    "MA",
    "NY",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/in/steven-ayers-austin-tx",
    "https://stevenayers.com",
    "https://twitter.com/AYERSANDCO"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/122443",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "CAMBRIDGE",
  "url": "https://advisorcensus.com/firm/steven-ayers-and-company-cambridge-ma-122443",
  "display_name": "Steven Ayers & Company",
  "summary": "Steven Ayers & Company is a state-registered investment advisory firm in Cambridge, MA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 2, 2026.",
  "citation": "AdvisorCensus. Steven Ayers & Company (CRD 122443): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Steven Ayers & Company compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Steven Ayers & Company reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Steven Ayers & Company located?",
      "a": "Steven Ayers & Company's principal office is in Cambridge, MA, according to its Form ADV."
    },
    {
      "q": "Is Steven Ayers & Company registered with the SEC or a state?",
      "a": "Steven Ayers & Company is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 122443."
    },
    {
      "q": "How much does Steven Ayers & Company manage?",
      "a": "Steven Ayers & Company reports $88,553,357 in regulatory assets under management in its Form ADV filing dated July 2, 2026 (99% discretionary)."
    },
    {
      "q": "What types of clients does Steven Ayers & Company serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (39); high net worth individuals (28)."
    },
    {
      "q": "Does Steven Ayers & Company report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/122443"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/steven-ayers-and-company-cambridge-ma-122443.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 39,
      "fewer_than_5": false,
      "raum": 9094075.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 28,
      "fewer_than_5": false,
      "raum": 78966310.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 492972.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/122443",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}