Cabot Wealth Management

Cabot Wealth Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Beverly, Massachusetts. On its latest Form ADV, filed June 25, 2026, it reports $1.2B in regulatory assets under management, 636 individual clients and 8 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	107327 · SEC file 801-19708
Office	48 Dunham Ridge RD Suite 2000 Beverly, MA 01915
Phone	(978) 745-9233
Website	www.ecabot.com
Regulatory assets under management	$1.2B
Individual clients	0 non-high-net-worth, 636 high-net-worth
Financial planning clients	101-250
How it charges	Percentage of assets, Hourly, Fixed fee
Services	Financial planning, Portfolio management
Employees	16
Disciplinary disclosures	None reported
Latest Form ADV filing	June 25, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Beverly

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• Family Fiduciary Services, Inc. $254M
• Park State Asset Management LLC $192M
• Ipswich Investment Management Company, Inc $730M
• Eddy Company, LLC $11M
• Twin Lights Capital Management LLC $55M

See all 8 fee-only advisers in Beverly →

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