Hanson & Doremus Investment Management is an SEC registered investment adviser organized as a corporation with a primary office location in Burlington, VT. Its latest Form ADV filing, dated April 10, 2026, reports $1.1B in regulatory assets under management, 14 employees, 8 offices, and 1,557 accounts.
Assets Under Management
$1.1B
Employees
14
Offices
8 offices
Total Clients
622
Primary office
BURLINGTON, VT
431 PINE STREET, SUITE 302, BURLINGTON, VT, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.7% of total clients.
Top client categories% of clientsClients
1
Individuals
53.7%
334
2
HNWI
40.2%
250
3
Charitable
4.3%
27
4
Pension Plans
1.8%
11
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of April 10, 2026
Discretionary100.0%
$1.1B
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$1.1B
Total Accounts1,557
10Y AUM Change+$704M (+197.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee44:1
10Y Employee Change+6 (+75.0%)
* 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.