RIA Intel›Advisers›Massachusetts›MOORS & CABOT, INC.

MOORS & CABOT, INC.

Advisory

N·BOSTON, MA

Data as of Jul 17, 2026 · Source: SEC Form ADV

Total AUM

$3.4B

1-Year AUM Growth

+24.2%

3-Year CAGR

+11.1%

Employees

85

Assets Under Management

Total AUM$3.4B

Discretionary AUM$3.2B

Non-Discretionary AUM$231M

Discretionary %93.3%

Total Clients5,074

Team

Total Employees85

Investment Advisers121

Employee Growth (1Y)+9.0%

Filing History

Total Filings on Record43

First FilingMay 4, 2007

Latest FilingJul 17, 2026

🔒 Full AUM trend chart and 43 historical filings spanning 19+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 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 MOORS & CABOT, INC.

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