WESTBOROUGH, MACRD 315131Latest ADV March 19, 2026
Factor Investing Group is an SEC registered investment adviser organized as a corporation with a primary office location in Westborough, MA. Its latest Form ADV filing, dated March 19, 2026, reports $349M in regulatory assets under management, 6 employees, 3 offices, and 894 accounts.
Assets Under Management
$349M
Employees
6
Offices
3 offices
Total Clients
491
Primary office
WESTBOROUGH, MA
8 LYMAN STREET, SUITE 204, WESTBOROUGH, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.0% of total clients.
Top client categories% of clientsClients
1
Individuals
79.0%
388
2
HNWI
21.0%
103
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$349Mas of March 19, 2026
Discretionary100.0%
$349M
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$349M
Total Accounts894
10Y AUM Change+$349M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee82:1
10Y Employee Change+1 (+20.0%)
* 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.