Cabot Wealth Management
Firm details
- Headquarters
- Beverly, Massachusetts
- CRD number
- 107327
- Registered since
- September 16, 1983
- Website
- www.ecabot.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI97.86%
- Charitable Organizations2.14%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cabot Wealth Management is an independent, privately owned registered investment adviser that has been operating since the early 1980s. The firm serves both individual/family and institutional clients and combines financial planning with portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, and the firm lists an accounting-related business activity as part of its service mix. Cabot does not position itself as a capital allocator, does not identify as an active ESG investor, and is not a multi-state or newly formed adviser. The firm was recognized on CNBC’s Top 100 Financial Advisory Firms list in 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Investment Grade Corp Bonds9%
- US Government Bonds7%
- Cash & Cash Equivalents6%
- State & Local Bonds4%
Owners & executives
1 of 1
Craig Goryl
Partner, Chief Investment OfficerCRD 6226521
Contacts
3 of 9
Sonia Ernst
Managing PartnerCRD 5638600
Tyler Swaim
Partner, Senior Wealth AdvisorCRD 6416539
Alexander Castrichini
Wealth AdvisorCRD 5986242
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$483M in ETFs
89%
$431M
6%
$52.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF (FNDF) | Schwab | Passive | Foreign Large Value | $30.6M | 579,556 | 6.33% |
Location
Beverly, MA
Essex
Location
Beverly, MA
Headquartered in Beverly, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Essex
- Address
- 48 Dunham Rd
- Time zone
- ET (UTC-5)
- Office locations
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