Martha's Vineyard Investment Advisors, LLC
Martha's Vineyard Investment Advisors, LLC is an SEC-registered mass-market adviser in West Tisbury, MA with $342.9M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Martha's Vineyard Investment Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 291599, SEC 801-112370, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $342.9M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- West Tisbury, MA
- Employees
- 6
- Clients
- 371
- CRD
- 291599
- Ownership
- MURPHY, EDWARD, JOSEPH; GRIFFITHS, MARY, CATHERINE; MARTHA'S VINEYARD BANK; MARTHA'S VINEYARD SAVINGS BANK; Carroll, Carol, Hofmann
How much AUM does Martha's Vineyard Investment Advisors, LLC have?
Martha's Vineyard Investment Advisors, LLC reported $342.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Martha's Vineyard Investment Advisors, LLC?
Disclosed owners and executives of Martha's Vineyard Investment Advisors, LLC include MURPHY, EDWARD, JOSEPH, GRIFFITHS, MARY, CATHERINE, MARTHA'S VINEYARD BANK, MARTHA'S VINEYARD SAVINGS BANK, Carroll, Carol, Hofmann. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.