{"url":"https://nivawealth.com/firms/loring-wolcott-and-coolidge-fiduciary-advisors-107153","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/107153","regulatoryAum":12835550894,"crd":"107153","secFileNumber":"801-46976","legalName":"Loring, Wolcott & Coolidge Fiduciary Advisors, LLP","displayName":"Loring, Wolcott & Coolidge Fiduciary Advisors","website":null,"linkedinUrl":"https://www.linkedin.com/company/loring-wolcott-&-coolidge","founded":null,"organization":"Massachusetts limited liability partnership","fiscalYearEnd":"December","headquarters":{"street":"230 Congress Street","city":"Boston","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"02110-2437"},"tradeNames":["The Sustainability Group"],"registration":{"secApproved":"1 August 1994","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":109,"advisory":13,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":12801202678,"discretionaryAccounts":3285,"nonDiscretionary":34348216,"nonDiscretionaryAccounts":8,"wrapProgram":null,"nonUsClientsPct":3,"nonAumClients":41},"clientTypes":[{"label":"High-net-worth individuals","clients":3214,"regulatoryAum":12133055782},{"label":"Pension and profit-sharing plans","clients":null,"regulatoryAum":4318324},{"label":"Charitable organizations","clients":53,"regulatoryAum":458296363},{"label":"Corporations and other businesses","clients":23,"regulatoryAum":239880425}],"fees":[],"feeNotes":[],"custodians":[{"name":"Loring, Wolcott & Coolidge Trust, LLC","shortName":"Loring, Wolcott & Coolidge Trust","location":"Boston, MA","smaAssets":12395994803},{"name":"Fidelity Management Trust Company","shortName":"Fidelity","location":"Boston, MA","smaAssets":439556091}],"custodyNote":"Loring, Wolcott & Coolidge Fiduciary Advisors has custody of $12.40B for 2,819 clients.","otherCustodians":[],"leadership":[{"name":"Charles Schmidt","title":"Chief Compliance Officer","crd":"4690128"},{"name":"Jonathan Korb","title":"General Counsel","crd":"5653425"},{"name":"Amory Logan","title":"General","crd":"5808724"},{"name":"Gilbert Roddy","title":"General Partner","crd":"4362042"},{"name":"William Perkins","title":"General Partner","crd":"4362049"},{"name":"Hugh Warren","title":"General Partner","crd":"4362055"},{"name":"Charles-Frederick Boit","title":"General Partner","crd":"4534823"},{"name":"Thomas Appleton","title":"General Partner","crd":"5313248"},{"name":"Wendy Holding","title":"General Partner","crd":"5468811"},{"name":"Nushin Kormi","title":"General Partner","crd":"4232198"},{"name":"David Cuetos Ruano","title":"General Partner","crd":"7294778"},{"name":"Simran Su","title":"General Partner","crd":"5563393"}],"ownership":[{"label":"Amory Logan","detail":"General in the 5% to 10% ownership band and a control person, since July 2016."},{"label":"Gilbert Roddy","detail":"General partner in the 5% to 10% ownership band and a control person, since June 1994."},{"label":"William Perkins","detail":"General partner in the 5% to 10% ownership band and a control person, since June 1994."},{"label":"Hugh Warren","detail":"General partner in the 5% to 10% ownership band and a control person, since June 1994."},{"label":"Charles-Frederick Boit","detail":"General partner in the 5% to 10% ownership band and a control person, since June 2002."},{"label":"Thomas Appleton","detail":"General partner in the 5% to 10% ownership band and a control person, since January 2007."},{"label":"Wendy Holding","detail":"General partner in the 5% to 10% ownership band and a control person, since March 2009."},{"label":"Nushin Kormi","detail":"General partner in the 5% to 10% ownership band and a control person, since March 2017."},{"label":"David Cuetos Ruano","detail":"General partner in the 5% to 10% ownership band and a control person, since January 2021."},{"label":"Simran Su","detail":"General partner in the 5% to 10% ownership band and a control person, since May 2025."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"Massachusetts","offices":1,"addresses":[{"street":"230 Congress Street","city":"Boston","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"617-523-6531","stateRegisteredReps":10,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":87},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"U.S. government/agency bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":3},{"label":"Cash and cash equivalents","percent":5},{"label":"Other","percent":3,"detail":"The Category \"other\" Includes the Following Asset Types: Certificates of Deposit; Oil & Gas Interests; Sundry Assets; Notes & Mortgages; Partnerships; Real Estate; Commodities;  Guaranteed Contracts; and Common Trust Funds."}],"privateFunds":0},"sources":{"adv1FilingDate":"23 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/107153/PDF/107153.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Loring, Wolcott & Coolidge Fiduciary Advisors have?","answer":"Loring, Wolcott & Coolidge Fiduciary Advisors has 3,290 clients and manages $12.8 billion for them, as of July 2026. They include 3,214 high-net-worth individuals, 53 charitable organizations and 23 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 23 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Loring, Wolcott & Coolidge Fiduciary Advisors offer?","answer":"Loring, Wolcott & Coolidge Fiduciary Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions 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":"Which custodians does Loring, Wolcott & Coolidge Fiduciary Advisors use?","answer":"Loring, Wolcott & Coolidge Fiduciary Advisors’ separately managed account assets are held at Loring, Wolcott & Coolidge Trust, LLC (Boston, MA), with $12,395,994,803 and Fidelity Management Trust Company (Boston, MA), with $439,556,091. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Loring, Wolcott & Coolidge Fiduciary Advisors have?","answer":"Loring, Wolcott & Coolidge Fiduciary Advisors has 10 investment adviser representatives registered with state securities authorities, out of 109 employees, and 13 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Loring, Wolcott & Coolidge Fiduciary Advisors invest in?","answer":"At the end of its last fiscal year, Loring, Wolcott & Coolidge Fiduciary Advisors’ separately managed accounts held 87% exchange-traded equities, 5% cash and equivalents, 3% registered funds (mutual funds, ETFs, BDCs), 3% the category \"other\" includes the following asset types: certificates of deposit; oil & gas interests; sundry assets; notes & mortgages; partnerships; real estate; commodities;  guaranteed contracts; and common trust funds., 1% non-exchange-traded equities and 1% U.S. government and agency bonds. It advises no private funds of its own.","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":"Who owns Loring, Wolcott & Coolidge Fiduciary Advisors?","answer":"Loring, Wolcott & Coolidge Fiduciary Advisors’ direct owners are Amory Logan, Gilbert Roddy, William Perkins, Hugh Warren, Charles-Frederick Boit, Thomas Appleton, Wendy Holding, Nushin Kormi, David Cuetos Ruano and Simran Su, each holding 10% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 23 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Loring, Wolcott & Coolidge Fiduciary Advisors get paid?","answer":"Loring, Wolcott & Coolidge Fiduciary 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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}