Bigelow Investment Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 101–250 clients last fiscal year.
Bigelow Investment Advisors reports 331 clients. They include 180 individual clients, 134 high-net-worth individuals, and 10 pension and profit-sharing plans. Of its assets, 78.3% ($435M across 873 accounts) are managed with discretion; $121M across 22 accounts are not. It advised 7 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 54% | 14% |
| High-net-worth individuals | 40% | 60% |
| Banking or thrift institutions | <1% | 1% |
| Pension and profit-sharing plans | 3% | 22% |
| Charitable organizations | 2% | 3% |
| Other client typesOther investment advisers | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 180 | $75.9M | 13.7% | $421K |
| High-net-worth individuals | 134 | $335M | 60.4% | $2.5M |
| Banking or thrift institutions | Fewer than 5 | $7.15M | 1.3% | $7.15M |
| Pension and profit-sharing plans | 10 | $121M | 21.8% | $12.1M |
| Charitable organizations | 5 | $15.1M | 2.7% | $3.02M |
| Other investment advisers | Fewer than 5 | $661K | 0.1% | $661K |
| Total | 331 | $555M | 100% | — |
- Clients
- 180
- Regulatory AUM
- $75.9M
- AUM share
- 13.7%
- Avg. per client
- $421K
- Clients
- 134
- Regulatory AUM
- $335M
- AUM share
- 60.4%
- Avg. per client
- $2.5M
- Clients
- Fewer than 5
- Regulatory AUM
- $7.15M
- AUM share
- 1.3%
- Avg. per client
- $7.15M
- Clients
- 10
- Regulatory AUM
- $121M
- AUM share
- 21.8%
- Avg. per client
- $12.1M
- Clients
- 5
- Regulatory AUM
- $15.1M
- AUM share
- 2.7%
- Avg. per client
- $3.02M
- Clients
- Fewer than 5
- Regulatory AUM
- $661K
- AUM share
- 0.1%
- Avg. per client
- $661K
Total
- Clients
- 331
- Regulatory AUM
- $555M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 7
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Bigelow Investment Advisors charges 0.40%–1.00% for its Firm fee schedule. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in advance and has a $2,000 annual minimum. The brochure also prices one other service, listed under fee details.
| Asset band | Rate (period not stated) |
|---|---|
| $0–$1M | 1.00% |
| $1M–$2M | 0.60% |
| $2M–$5M | 0.50% |
| $5M and above | 0.40% |
Fee details and sources
Other fees
- Stand-alone Financial Planning
- Flat-fee stand-alone financial planning, not tied to assets managed, is billed at $165 per month on a 12-month contract.
Maine Community Bank owns 50% to 75% of Bigelow Investment Advisors and is in turn owned by Maine Community Bancorp, MHC (50–75%). The leadership team of Bigelow Investment Advisors includes Chief Compliance Officer Racquel Tibbetts. It has 8 employees, 4 of them in advisory roles.
Staff
- 8 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 50% to 75% of Bigelow Investment Advisors, LLC
Maine Community Bank
Control person · since January 2025
- Owns 50% to 75% of Maine Community Bank
Maine Community Bancorp, MHC
Control person · since December 2024
- Owns 10% to 25% of Bigelow Investment Advisors, LLC
Patrick Flood
Control person · since January 2022
- Owns 10% to 25% of Bigelow Investment Advisors, LLC
Racquel Tibbetts
Control person · since January 2022
- Owns 5% to 10% of Bigelow Investment Advisors, LLC
Andrew Nadeau
Control person · since January 2026
Bigelow Investment Advisors’ regulatory assets grew 1.5× from $370M (March 2021) to $555M (May 2026); clients fell from 438 to 331 and employees rose from 5 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $555M | 331 | 8 | 1 |
| Apr 2025April 2025 | $476M | 322 | 8 | 1 |
| Jun 2024June 2024 | $467M | 331 | 8 | 1 |
| Jun 2023June 2023 | $404M | 353 | 5 | 1 |
| Jun 2022June 2022 | $384M | 347 | 6 | 1 |
| Mar 2021March 2021 | $370M | 438 | 5 | 2 |
Besides its headquarters, Bigelow Investment Advisors has 0 offices, with 1 listed address in 1 state.
Maine · 1 listed address
- 2 Monument Square, Suite 701, PortlandHQ
Contact and registration details
- Legal name
- Bigelow Investment Advisors, LLC
- Headquarters
- 2 Monument Square, Suite 701, Portland, ME 04101
- Website
- Not reported
- Phone
- 207-772-2900
- @bigelow-investment-advisors-llc
- SEC file
- 801-67875
- Structure
- Maine LLC
- Fiscal year end
- December
Bigelow Investment Advisors’ named custodian for separately managed accounts is Charles Schwab ($472M). Bigelow Investment Advisors has custody of $322M for 286 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $472M100%
At year end, Bigelow Investment Advisors’ separately managed accounts were mostly in funds (60%) and bonds (20%). Its reported 13F holdings for the quarter ended 30 June 2026 total $276M across 157 positions; the largest are iShares TR (7.1%), State Str SPDR S&P 500 ETF T (4.9%) and Vanguard Specialized Funds (4.3%).
What the accounts hold
- Stocks19%
- Funds60%
- Bonds20%
- Investment grade corporate bonds11%
- U.S. government and agency bonds8%
- State and local bonds1%
- Cash1%
How many clients does Bigelow Investment Advisors have?
Bigelow Investment Advisors has 331 clients and manages $555 million for them, as of May 2026. They include 180 individual clients, 134 high-net-worth individuals, and 10 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 May 2026
What services does Bigelow Investment Advisors offer?
Bigelow Investment Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Bigelow Investment Advisors charge?
Bigelow Investment Advisors charges 0.40%–1.00% for its Firm fee schedule. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in advance and has a $2,000 annual minimum.
Source: BIGELOW INVESTMENT ADVISORS PART 2A, filed 23 February 2026
Which custodians does Bigelow Investment Advisors use?
Bigelow Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $472M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 May 2026
How many financial advisors does Bigelow Investment Advisors have?
Bigelow Investment Advisors has 4 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bigelow Investment Advisors invest in?
At the end of its last fiscal year, Bigelow Investment Advisors’ separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 19% exchange-traded equities, 11% investment grade corporate bonds, 8% U.S. government and agency bonds, 1% state and local bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bigelow Investment Advisors?
Bigelow Investment Advisors is owned through a holding company by Maine Community Bancorp, MHC. Its direct owners are Patrick Flood (10% to 25%), Racquel Tibbetts (10% to 25%), Maine Community Bank (50% to 75%) and Andrew Nadeau (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 8 May 2026
How does Bigelow Investment Advisors get paid?
Bigelow Investment Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Bigelow Investment Advisors?
Bigelow Investment Advisors’ main office is at 2 Monument Square, Suite 701, Portland, ME 04101. Its phone number is 207-772-2900.