1
$241.6M Total AUM
$236.6M Disc. AUM
9.9% 3Y CAGR
5 Employees
242 ADV. Clients
23 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Bank OF America · Charles Schwab & Company · Fidelity/NFS · Raymond James · TD Ameritrade · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Momentum alphaAtlas zenith +more
- Established Date
- 08-28-2002
- Office Locations
- 1
Office Locations
36 Cordage Park Circle Suite 217 Plymouth MA
About 1620 Investment Advisors, Inc.
1620 Investment Advisors is an independent, fee-based RIA providing investment management and financial planning for individuals, families, and business owners, plus sub-advisory and research support for financial services firms. Portfolios are built with a disciplined, tax-sensitive process tailored to client circumstances and market risk/reward. Investment staff average 20+ years of experience, including CFA designation.
Team overview
45 AVG AGE
$80.5M AVG AUM / ADVISOR
$998.3K AVG AUM / CLIENT
17.8 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Vertex Element Oak north Legacy
Client Personas
Meridian Glacier oak
Custodian
Delta peak Radial Focus Alpha harbor Harbor
Investment Themes
Eagle signal Frontier capital
Investment Vehicles
North vital
Services
Fusion prime Crest Zenith meridian Oak foundation Catalyst Bridge vital Insight Legacy Oak optima Harbor catalyst Quantum
Technology
Horizon optima Focus Frontier Atlas atlas
Owner & Executives
TODD ADAMS JOHNSTON
Chief Compliance Officer, President
- CRD
- #1542559
- Ownership
- 50% but less than 75%
(908) 906-5247
glacier.crest@timbercapital.com
in linkedin.com/in/signal-crest
M
MICHELLE RENEE JOHNSTON
Portfolio Manager, TREASURER
- CRD
- --
- Ownership
- 10% but less than 25%
(978) 694-1851
foundation.bridge@embercapital.com
in linkedin.com/in/insight-element
V
Vector delta
Value optima pioneer
- CRD
- #39403
- Ownership
- 42.0%
(750) 339-6483
capital.radial@meridiancapital.com
in linkedin.com/in/insight-optima
Showing 2 of 4 owners & executives
Unlock allContacts
W
WILLIAM DUNCAN BENJES JR
Investment Advisor
- CRD
- #18140
(476) 512-4808
alpha.radial@crestcapital.com
in linkedin.com/in/ridge-zenith
KYLE ANTHONY JOHNSTON
Portfolio Manager
- CRD
- #7249021
(388) 500-8702
signal.momentum@signalcapital.com
in linkedin.com/in/atlas-unison
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $236,579,020 | $403,031 |
| Non-Discretionary | $5,004,440 | $834,073 |
| Total | $241,583,460 | $407,392 |
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Separately Managed Accounts
Total SMA Asset: $241,583,460
Equity - Exchange:
18.6% Public Funds:
17.9% Cash:
14.5% Corporate - Investment Grade:
16.0% U.S. Government/Agency:
14.7% Municipal Bonds:
18.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $289,249,576 | 18.6% |
| Public Funds | $278,363,840 | 17.9% |
| Cash | $225,490,261 | 14.5% |
| Corporate - Investment Grade | $248,816,840 | 16.0% |
| U.S. Government/Agency | $228,600,472 | 14.7% |
| Municipal Bonds | $284,584,260 | 18.3% |
| Total | $1,555,105,249 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX SUMMIT PATHWAY | FRONTIER RADIAL | R2TAX17DQ | QSDDZ | 2.22% | $24,556,457 |
| INSIGHT MOMENTUM | PRIME FOUNDATION | 2ZLYTMHA6 | FLT | 10.17% | $114,014,242 |
| FUSION EMBER | FOUNDATION FOCUS | EI82I4WIT | WTMQZ | 7.63% | $101,964,205 |
| HORIZON LEGACY ALPHA | MOMENTUM MATRIX | HFYZDH9EI | IBTB | 2.35% | $30,768,380 |
| MATRIX VITAL | CREST HORIZON | XGU4A5NZE | EDPGL | 5.92% | $23,567,552 |
| BRIDGE VECTOR | CAPITAL VALUE | RZD5Z9BJI | OCF | 6.54% | $8,599,551 |
| FOCUS VALUE MOMENTUM | EAGLE MATRIX | ZOJAEZVHL | BQO | 9.25% | $38,320,923 |
| SUMMIT WAVE OPTIMA | EAGLE LEGACY | AEF8DZVQ4 | BGQM | 11.27% | $51,209,032 |