Mystic Asset Management

Overview

Mystic Asset Management is an independent, SEC-registered advisory firm (registered in 2014) organized as a corporation and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Mystic also acts as a capital allocator and engages in selection of third-party advisers, signaling a mix of in-house management and outsourced manager usage. Fee arrangements are mixed: the firm uses asset-based fees alongside hourly and fixed-fee engagements and takes commissions in some contexts. Mystic does not identify as an active ESG investor and is not flagged as a multi-state adviser in the source data. Its regulatory and business profile positions it as a boutique RIA that combines planning, direct portfolio management, and access to external alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives