RIA Intel›Advisers›Massachusetts›DUVARNEY, CRAIG DOUGLAS

DUVARNEY, CRAIG DOUGLAS

Advisory

N·ACTON, MA

Data as of Jan 14, 2026 · Source: SEC Form ADV

Total AUM

$371M

1-Year AUM Growth

+24.0%

3-Year CAGR

+8.1%

Employees

1

Assets Under Management

Total AUM$371M

Discretionary AUM$368M

Non-Discretionary AUM$3M

Discretionary %99.3%

Total Clients152

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record17

First FilingSep 28, 2017

Latest FilingJan 14, 2026

🔒 Full AUM trend chart and 17 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on DUVARNEY, CRAIG DOUGLAS

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.