RIA Intel›Advisers›Massachusetts›BRAYTON, NATHANAEL ROTCH

BRAYTON, NATHANAEL ROTCH

Advisory

BOSTON, MA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in MA

#1,004

of 1,590 advisers by AUM

Average account

$5M

across 19 accounts

AUM per adviser

$97M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$97M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$97M

Discretionary AUM$97M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients19

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

19 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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