Wainwright Investment Counsel LLC
Boston, MA·SEC-registered · CRD #108711
Wainwright Investment Counsel LLC is an SEC-registered investment advisory firm in Boston, MA managing $5.5B across 366 client accounts, with 10 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$5.5B
Client accounts
366
Advisory staff
10
Fee model
Fee-based
How Wainwright Investment Counsel LLC 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 Wainwright Investment Counsel LLC
How much does Wainwright Investment Counsel LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Wainwright Investment Counsel LLC reports $5.5B in regulatory assets under management across roughly 366 client accounts.
How does Wainwright Investment Counsel LLC charge?
Wainwright Investment Counsel LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Wainwright Investment Counsel LLC a fiduciary?
Yes. Wainwright Investment Counsel LLC is registered with the U.S. Securities and Exchange Commission (CRD #108711), 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 Wainwright Investment Counsel LLC 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 Wainwright Investment Counsel LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Wainwright Investment Counsel LLC's public SEC Form ADV filing (CRD #108711, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Wainwright Investment Counsel LLC. 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 Wainwright Investment Counsel LLC? Claim this profile.