Martha's Vineyard Investment Advisors, LLC
● SEC registered since 2018CRD 291599SEC# 801-112370West Tisbury, MA
Reg. AUM
$342.9M
Employees
6
Accounts
371
Location
West Tisbury, MA
Martha's Vineyard Investment Advisors, LLC assets under management
Martha's Vineyard Investment Advisors, LLC is a registered investment adviser overseen by the SEC based in West Tisbury, MA. The firm has been registered since 2018. It reports $342.9 million in regulatory assets under management and employs 6 people.
Martha's Vineyard Investment Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James McDonald Anthony | President, Ceo, Cco | Under 5% | 2017 |
| Martha's Vineyard Bank Control | Managing Member | Over 75% | 2017 |
Frequently asked questions
How much does Martha's Vineyard Investment Advisors, LLC manage?
Martha's Vineyard Investment Advisors, LLC reports $342.9 million in regulatory assets under management on its Form ADV.
How many employees does Martha's Vineyard Investment Advisors, LLC have?
Martha's Vineyard Investment Advisors, LLC reports 6 employees.
Where is Martha's Vineyard Investment Advisors, LLC located?
Martha's Vineyard Investment Advisors, LLC is based in West Tisbury, MA and has been SEC-registered since 2018.
Does Martha's Vineyard Investment Advisors, LLC disclose fund performance?
Martha's Vineyard Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 496 State Rd, West Tisbury, MA 02575 |
| Phone | (508) 693-8850 |
| Fax | 508-693-0171 |
| Office hours | 8:00 a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$342.9M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$342.9Mregulatory AUM
Discretionary $342.9M