Sawyer & Co INC
Sawyer & Co INC is a fee-only, SEC-registered investment adviser in Boston, Massachusetts, registered with the SEC since 1986, managing approximately $320M. As an SEC-registered adviser it is held to a fiduciary standard. Its exact fee schedule and account minimums are disclosed in Form ADV Part 2A.
Source: SEC Form ADV · CRD #112849 · SEC #801-28526 · SEC-registered since 1986 (40 yrs) · Last filing data January 1, 2026
- AUM
- $320M
- Fee model
- Fee-only
- Clients
- 26
- Employees
- 4
as of 2026
per Form ADV 5.E
Form ADV 5.C — may be institutional
3 advisers
Assets per adviser
$107Mper adviser
A scale-normalized measure that lets you compare large and small firms. The typical firm in our directory manages about $102M per adviser — this firm is around the typical range.
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Overview
AI-generated summary
Sawyer & Co INC is a fee-only, SEC-registered investment adviser based in Boston, Massachusetts. It reported approximately $320M in regulatory assets under management on its most recent Form ADV. The firm reports one or more disclosure events on Form ADV Item 11 — see the disclosures section below.
This summary is generated from Form ADV data and may not capture all nuances. Always review the complete SEC filing before making decisions.
Firm details
- CRD #
- 112849
- SEC #
- 801-28526
- Headquarters
- Boston, MA
- Employees
- 4
Clients served
Client types not reported on this filing.
Fees & compensation
- Compensation model: Fee-only — the firm reports being paid by clients (e.g. a percentage of assets) and not through commissions.
- Typical fee range: See Part 2A. Exact advisory fee rates are reported in Form ADV Part 2A, not Part 1.
- Account minimum: See Part 2A. Minimums are disclosed in the firm's Part 2A brochure.
- Custodial, trading, and fund expenses may apply in addition to advisory fees. See the firm's Form ADV Part 2A for the complete fee schedule.
Assets under management
| Year | Reported AUM |
|---|---|
| 2026 | $320M |
Reflects the most recent Form ADV filing. Multi-year history is added as additional historical filings are ingested.
Disclosures
2026 · Other regulatory agency disclosure
Sawyer & Co INC reported one or more matters in this category on Form ADV Item 11. Form ADV Part 1 indicates that a disclosure exists but not its outcome; review the full Disclosure Reporting Pages on the SEC IAPD record for details and resolution.
- Detailed, AI-summarized breakdowns of each event are being rolled out across the directory. For now, review the full Disclosure Reporting Pages on the SEC IAPD record.
Frequently asked questions
Is Sawyer & Co INC a fiduciary?+
Yes. Sawyer & Co INC is an SEC-registered investment adviser (CRD #112849), which means it is held to a fiduciary standard and must act in its clients' best interest. Verify its current status on the SEC's Investment Adviser Public Disclosure (IAPD) site.
How is Sawyer & Co INC compensated?+
Sawyer & Co INC reports a fee-only compensation model on its Form ADV. Fee-only advisers are paid by their clients (for example, a percentage of assets managed) and do not earn commissions. Exact fee rates and account minimums are disclosed in the firm's Form ADV Part 2A brochure.
How much money does Sawyer & Co INC manage?+
Sawyer & Co INC reported approximately $320M in regulatory assets under management as of its most recent Form ADV filing.
Does Sawyer & Co INC have any disclosures?+
Sawyer & Co INC reported one or more disclosure events on Form ADV Item 11 (other regulatory agency disclosure). A disclosure is not by itself a finding of wrongdoing; review the full Disclosure Reporting Pages on the SEC IAPD site.
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This profile is generated from publicly available SEC filings. Sawyer & Co INC has not verified or endorsed this information. Last updated from filings: January 1, 2026. View the official filing at SEC IAPD.