Sawyer & Co Inc

RIASEC RegisteredEst. 1986
Total AUM
$320M
Discretionary
$319M
100% of AUM
Avg account
$1.4M
Accounts
232
Employees
4
Advisory reps
3

Firm details

Headquarters
Boston, Massachusetts
CRD number
112849
Registered since
December 12, 1986
Website
www.sawyer-company.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI83.12%
  • Pension & Profit Sharing Plans8.57%
  • Individuals6.46%
  • Corporations / Businesses1.85%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sawyer & Co Inc is an independent registered investment adviser that has been SEC-registered since 1986 and is owned by an individual. The firm serves primarily individual and family clients and charges fees based on a percentage of assets under management. Its advisory work centers on discretionary portfolio management for individuals, small businesses, and institutional/business clients. The firm does not identify as an ESG investor, does not operate as a multi-state adviser in the available data, and is not listed as a pension consultant or related adviser. It is reported as not functioning as a capital allocator, which aligns with its focus on direct portfolio management rather than operating as a manager-of-managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 87%, US Government Bonds 7%, Cash & Cash Equivalents 5%, Public Funds/Mutual Funds 1%87%
  • Exchange Traded Equities87%
  • US Government Bonds7%
  • Cash & Cash Equivalents5%
  • Public Funds/Mutual Funds1%

Contacts

3 of 3
  • Benjamin Webber

    Benjamin Webber

    Executive Vice PresidentCRD 4989677

  • William Sawyer

    William Sawyer

    ​President and FounderCRD 411758

  • Mark Cacciola

    Mark Cacciola

    Vice PresidentCRD 5980849

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 28

Active vs passive

$7.4M in ETFs

Passive

98%

$7.3M

Active

2%

$141K

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$5.1M7,49269.24%
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Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, 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
Suffolk
Address
50 Congress St
Time zone
ET (UTC-5)
Office locations

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