{"url":"https://nivawealth.com/firms/the-darrow-105679","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/105679","regulatoryAum":392420964,"crd":"105679","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5987402","suffix":null,"lastName":"LEVANGIE","firstName":"JOHN","middleName":"EDWARD"},{"crd":"6534319","suffix":null,"lastName":"MCCREARY","firstName":"MATTHEW","middleName":"ROBERT"},{"crd":"6405372","suffix":null,"lastName":"MCKENNA","firstName":"KRISTIN","middleName":"BOTTO"},{"crd":"4551613","suffix":null,"lastName":"WELLS","firstName":"MICHELLE","middleName":"ELISE"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-01","regulatoryAum":200441931,"clients":121,"employees":4,"offices":7},{"filedOn":"2022-06-22","regulatoryAum":241920094,"clients":132,"employees":6,"offices":7},{"filedOn":"2023-06-20","regulatoryAum":203637475,"clients":123,"employees":5,"offices":5},{"filedOn":"2024-03-17","regulatoryAum":245506410,"clients":126,"employees":5,"offices":5},{"filedOn":"2025-07-22","regulatoryAum":308122093,"clients":118,"employees":6,"offices":5},{"filedOn":"2026-07-09","regulatoryAum":392420964,"clients":122,"employees":6,"offices":6}],"secFileNumber":"801-34359","legalName":"The 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as of July 2026. They include 83 high-net-worth individuals and 39 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 9 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does The Darrow offer?","answer":"The Darrow provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, divorce planning, and education planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does The Darrow use?","answer":"The Darrow’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $392M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does The Darrow have?","answer":"The Darrow has 4 investment adviser representatives registered with state securities authorities, out of 6 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does The Darrow invest in?","answer":"At the end of its last fiscal year, The Darrow’s separately managed accounts held 89% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents, 3% exchange-traded equities, 3% U.S. government and agency bonds and 1% state and local bonds.","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 The Darrow?","answer":"The Darrow’s direct owner is Kristin McKenna (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 9 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does The Darrow get paid?","answer":"The Darrow 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"}},{"question":"Is The Darrow registered with the SEC?","answer":"Yes, The Darrow has been registered with the SEC as an investment adviser since 6 July 1989. Its CRD number is 105679 and its SEC file number is 801-34359.","source":"Form ADV Part 1A, Item 1, filed 9 July 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact The Darrow?","answer":"The Darrow’s main office is at 200 Reservoir Street, Suite 303, Needham, MA 02494. Its phone number is 978-369-5144. 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Facts as filed; not a rating, ranking, or recommendation. Niva 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."}