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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Congress Asset Management have?","answer":"Congress Asset Management has 14 investment adviser representatives registered with state securities authorities, out of 79 employees, and 28 perform investment advisory functions. 14 are registered representatives of a broker-dealer and 0 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 Congress Asset Management invest in?","answer":"At the end of its last fiscal year, Congress Asset Management’s separately managed accounts held 79% exchange-traded equities, 7% U.S. government and agency bonds, 7% investment grade corporate bonds, 3% pooled vehicles (private funds and similar), 3% cash and equivalents and 1% state and local bonds. 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