WEST TISBURY, MACRD 291599Latest ADV March 31, 2026
Martha'S Vineyard Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Tisbury, MA. Its latest Form ADV filing, dated March 31, 2026, reports $343M in regulatory assets under management, 6 employees, 1 office, and 371 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.1% of total clients.
Top client categories% of clientsClients
1
Individuals
60.1%
223
2
HNWI
30.5%
113
3
Charitable
5.7%
21
4
Corporations
2.2%
8
5
Government
1.1%
4
Categories with <5 clients
Banking or thrift institutions<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$343Mas of March 31, 2026
Discretionary100.0%
$343M
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.
Total AUM$343M
Total Accounts371
10Y AUM Change+$343M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee62:1
10Y Employee Change-3 (-33.3%)
* 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.