Middleton & Company Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 27, 2026, reports $1.2B in regulatory assets under management, 16 employees, and 613 accounts.
Assets Under Management
$1.2B
Employees
16
Offices
--
Total Clients
368
Primary office
BOSTON, MA
600 ATLANTIC AVENUE; 18TH FLOOR, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 64.7% of total clients.
Top client categories% of clientsClients
1
HNWI
64.7%
238
2
Individuals
29.3%
108
3
Charitable
4.6%
17
4
Pension Plans
1.4%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 27, 2026
Discretionary100.0%
$1.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.2B
Total Accounts613
10Y AUM Change+$591M (+91.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee23:1
10Y Employee Change+3 (+23.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.