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They include 67 high-net-worth individuals, 17 individual clients, and 5 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Canton Hathaway offer?","answer":"Canton Hathaway provides portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Canton Hathaway charge?","answer":"Canton Hathaway charges 0.60%–0.90% a year for its Investment Management Services. The fee is billed in arrears, is negotiable and requires an account of at least $2,000,000.","source":"CANTON HATHAWAY BROCHURE - 03/2026, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Canton Hathaway use?","answer":"Canton Hathaway’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $663M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Canton Hathaway have?","answer":"Canton Hathaway has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 0 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Canton Hathaway invest in?","answer":"At the end of its last fiscal year, Canton Hathaway’s separately managed accounts held 61% exchange-traded equities, 17% U.S. government and agency bonds, 8% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 3% state and local bonds, 3% pooled vehicles (private funds and similar) and 1% investment grade corporate bonds. It advises 4 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Canton Hathaway have a minimum investment?","answer":"Yes, Canton Hathaway’s minimum account size for its Investment Management Services is $2M.","source":"CANTON HATHAWAY BROCHURE - 03/2026, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Canton Hathaway?","answer":"Canton Hathaway’s direct owners are Malcolm Chace, Kenneth Goodreau, Nicholas Trotman, James Procaccianti and Anthony Marcello, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Canton Hathaway get paid?","answer":"Canton Hathaway is paid through a percentage of assets under management and fixed fees. 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