Safford Nicholas H & Co Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Rockport, MA. Its latest Form ADV filing, dated March 30, 2026, reports $1.8B in regulatory assets under management, 8 employees, and 155 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 87.7% of total clients.
Top client categories% of clientsClients
1
HNWI
87.7%
136
2
Individuals
12.3%
19
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.8Bas of March 30, 2026
Discretionary3.9%
$70M
4% of total RAUM3.9%
Non-discretionary96.1%
$1.7B
96% of total RAUM96.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.8B
Total Accounts155
10Y AUM Change+$735M (+69.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee19:1
10Y Employee Change0 (0.0%)
* 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.