Moors & Cabot, INC
Boston, MA·SEC-registered · CRD #594
Moors & Cabot, INC is an SEC-registered investment advisory firm in Boston, MA managing $3.4B across 5.7k client accounts, with 85 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.4B
Client accounts
5.7k
Advisory staff
85
Fee model
Fee-based
How Moors & Cabot, INC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Moors & Cabot, INC
How much does Moors & Cabot, INC manage?
Per its most recent SEC Form ADV filing (09/29/2025), Moors & Cabot, INC reports $3.4B in regulatory assets under management across roughly 5.7k client accounts.
How does Moors & Cabot, INC charge?
Moors & Cabot, INC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions, Performance-based. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Moors & Cabot, INC a fiduciary?
Yes. Moors & Cabot, INC is registered with the U.S. Securities and Exchange Commission (CRD #594), 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 Moors & Cabot, INC 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 Moors & Cabot, INC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Moors & Cabot, INC's public SEC Form ADV filing (CRD #594, filed 09/29/2025). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Moors & Cabot, INC. 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 Moors & Cabot, INC? Claim this profile.