Martha's Vineyard Investment Advisors, LLC
Firm details
- Headquarters
- West Tisbury, Massachusetts
- CRD number
- 291599
- Registered since
- January 26, 2018
- Website
- www.mvinvestmentadvisors.com
- Custodians
- MARTHA'S VINEYARD BANK
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI60.7%
- Individuals18.82%
- Charitable Organizations16.01%
- Corporations / Businesses2.34%
- Banking / Thrift Institutions1.19%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Martha's Vineyard Investment Advisors, LLC is an independent, SEC-registered registered investment adviser organized as an LLC (registered in 2018). The firm acts as a capital allocator and provides financial planning and portfolio management for individuals, families, small businesses and institutions. Its advisory services include direct portfolio management plus the selection of other advisers, indicating use of third-party managers alongside in‑house advice. Fee arrangements are flexible and include a percentage of assets under management, hourly fees and fixed fees. The firm is not identified as an active ESG investor and appears to operate under a single-state registration profile.
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
- Public Funds/Mutual Funds62%
- Exchange Traded Equities18%
- Cash & Cash Equivalents11%
- Other5%
- US Government Bonds1%
Owners & executives
1 of 1
James Anthony
President and CEOCRD 5029299
Contacts
3 of 6
Leslie Stovall
Financial AdvisorCRD 7601472
Walter Malone
CRD 4359885
Thomas Juster
Senior Financial AdvisorCRD 6005882
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
West Tisbury, MA
Dukes
Location
West Tisbury, MA
Headquartered in West Tisbury, MA, in the Northeast of the United States.
- Region
- Northeast
- County
- Dukes
- Address
- 496 State Rd
- Time zone
- ET (UTC-5)
- Office locations
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