West Branch Capital LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Amherst, MA. Its latest Form ADV filing, dated February 13, 2026, reports $690M in regulatory assets under management, 9 employees, 3 offices, and 1,255 accounts.
Assets Under Management
$690M
Employees
9
Offices
3 offices
Total Clients
372
Primary office
AMHERST, MA
9 RESEARCH DRIVE, SUITE 1, AMHERST, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.0% of total clients.
Top client categories% of clientsClients
1
Individuals
54.0%
201
2
HNWI
46.0%
171
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$690Mas of February 13, 2026
Discretionary98.5%
$680M
98% of total RAUM98.5%
Non-discretionary1.5%
$11M
2% of total RAUM1.5%
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$690M
Total Accounts1,255
10Y AUM Change+$360M (+109.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee41:1
10Y Employee Change-3 (-25.0%)
* 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.