Fee-only adviser · Marlborough, MA
Greenport Capital Advisors
Greenport Capital Advisors is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Marlborough, Massachusetts. On its latest Form ADV, filed June 10, 2026, it reports $119M in regulatory assets under management, 68 individual clients and 2 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 | 205511 · SEC file 801-136466 |
| Office | 11 Apex Drive Suite 300A #151 Marlborough, MA 01752 |
| Phone | (978) 393-3090 |
| Website | www.greenportca.com |
| Regulatory assets under management | $119M |
| Individual clients | 37 non-high-net-worth, 31 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 10, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- 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 Marlborough
- Community Financial Group, Inc. $93M
- Assist FP $780K
- Mannion Money Advisory $102K
See all 4 fee-only advisers in Marlborough →
Nearby
- Hudson 1 firm
- Southborough 3 firms
- Framingham 9 firms
- Stow 1 firm
- Westborough 4 firms
- Bolton 1 firm
- Sudbury 3 firms
- Wayland 1 firm
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