Calvert Research and Management
Washington, DC·SEC-registered · CRD #285127
Calvert Research and Management is an SEC-registered investment advisory firm in Washington, DC managing $40B across 1.9k client accounts, with 57 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$40B
Client accounts
1.9k
Advisory staff
57
Fee model
Fee-only
How Calvert Research and Management is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Calvert Research and Management
How much does Calvert Research and Management manage?
Per its most recent SEC Form ADV filing (03/29/2026), Calvert Research and Management reports $40B in regulatory assets under management across roughly 1.9k client accounts.
How does Calvert Research and Management charge?
Calvert Research and Management is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Calvert Research and Management a fiduciary?
Yes. Calvert Research and Management is registered with the U.S. Securities and Exchange Commission (CRD #285127), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Calvert Research and Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Calvert Research and Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Calvert Research and Management's public SEC Form ADV filing (CRD #285127, filed 03/29/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Calvert Research and Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Calvert Research and Management? Claim this profile.