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 registered investment adviser organized as a corporation and first registered with the SEC in 1983. The firm is privately owned and serves both individual and family clients as well as institutional clients. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses; the firm also lists accounting among its business activities. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Cabot does not position itself as a capital allocator and does not report being an active ESG investor. The firm was named one of CNBC’s Top 100 Financial Advisory Firms for 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 59Active vs passive
$392M in ETFs
90%
$353M
10%
$38.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MBS ETF (MBB) | BlackRock | Passive | Intermediate Government | $33.3M | 351,174 | 8.51% |
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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