Moors & Cabot, Inc

Moors & Cabot, Inc

Moors & Cabot, Inc was founded in 1890, making it one of the oldest continuously operating wealth management firms in the United States. Its history as a partnership headquartered in Boston, Massachusetts, places it within the tradition of New England private banking. The firm provides discretionary investment management, financial planning, and retirement plan services to individuals and institutions. Its strategy combines traditional asset allocation across equities, fixed income, and alternative investments with tailored tax-aware portfolio construction. Geographic footprint is concentrated in the Northeastern United States, with no disclosed international offices. Moors & Cabot disclosed $2.6 billion in assets under management in its most recent public filing with the SEC (ADV, as of March 2023). The firm operates a single advisory practice without a separately branded family office or venture arm. No recent operational events or material changes in leadership or structure are publicly documented. Structurally, Moors & Cabot functions as a registered investment advisor, not a family office, deriving revenue from fee-based advisory accounts. Its longevity provides a record of regulatory compliance and client retention, but its scale and transparency are limited compared to larger multi-family offices.