S & Co., INC.
Boston, MA·SEC-registered · CRD #110026
S & Co., INC. is an SEC-registered investment advisory firm in Boston, MA managing $2.5B across 383 client accounts, with 6 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.5B
Client accounts
383
Advisory staff
6
Fee model
Fee-only
How S & Co., INC. 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 S & Co., INC.
How much does S & Co., INC. manage?
Per its most recent SEC Form ADV filing (03/31/2026), S & Co., INC. reports $2.5B in regulatory assets under management across roughly 383 client accounts.
How does S & Co., INC. charge?
S & Co., INC. 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 S & Co., INC. a fiduciary?
Yes. S & Co., INC. is registered with the U.S. Securities and Exchange Commission (CRD #110026), 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 S & Co., 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 S & Co., INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from S & Co., INC.'s public SEC Form ADV filing (CRD #110026, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of S & Co., 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 S & Co., INC.? Claim this profile.