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Canby Financial Advisors, LLC

● SEC registered since 2025CRD 338797SEC# 801-134723Framingham, MA
Export (members)
Reg. AUM
$729.4M
Employees
11
Accounts
390
Location
Framingham, MA

Canby Financial Advisors, LLC assets under management

Canby Financial Advisors, LLC is an investment advisory firm registered with the SEC based in Framingham, MA. The firm has been registered since 2025. It reports $729.4 million in regulatory assets under management and employs 11 people.

Canby Financial Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Christopher P Gullotti ControlFinancial Advisor, Partner25-50%2001
Christopher Starr Borden ControlFinancial Advisor, Managing Partner50-75%2008
Christy Jean FabianChief Compliance OfficerUnder 5%2025

Frequently asked questions

How much does Canby Financial Advisors, LLC manage?

Canby Financial Advisors, LLC reports $729.4 million in regulatory assets under management on its Form ADV.

How many employees does Canby Financial Advisors, LLC have?

Canby Financial Advisors, LLC reports 11 employees.

Where is Canby Financial Advisors, LLC located?

Canby Financial Advisors, LLC is based in Framingham, MA and has been SEC-registered since 2025.

Does Canby Financial Advisors, LLC disclose fund performance?

Canby Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address161 Worcester Road, Suite 408, Framingham, MA 01701
Phone508-598-1082
Fax508-598-1087
Office hours9:00 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$729.4MNo change
Mar '26 — $729.4MApr '26 — $729.4MMay '26 — $729.4MJun '26 — $729.4M
Mar '26Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers

Assets under management

$729.4Mregulatory AUM
Discretionary $622.8MNon-discretionary $106.6M