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Boston Research AND Management, Inc.

Boston Research AND Management, Inc.. CRD 107643

Boston Research AND Management, Inc. logo

CRD: 107643

Boston Research AND Management, Inc.

Manchester, MA, 01944
9785269700
bostonrm.com
$676.2M Total AUM
$676.2M Disc. AUM
10.7% 3Y CAGR
8 Employees
124 ADV. Clients
34 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
Summit vitalEagle
Established Date
07-31-1991
Office Locations
1

Office Locations

40 Beach Street Suite #200 Manchester MA

About Boston Research AND Management, Inc.

Boston Research & Management is an independent, fee-only fiduciary RIA in Manchester-by-the-Sea, MA providing comprehensive wealth management and in-house investment management for high-net-worth families, individuals, and endowments. The firm emphasizes a disciplined, research-driven process and has built its own market research, investment analysis, and trading platforms to deliver institutional-style portfolio management; assets are custodied with Fidelity/NFS.

Team overview

59 AVG AGE
$112.7M AVG AUM / ADVISOR
$5.5M AVG AUM / CLIENT
13.1 yrs AVG TENURE
8 Employees
6 Advisory Reps
6 RIA Reps
34yrs Firm Age

Insights

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Asset Classes

Matrix Delta matrix Catalyst Atlas peak

Client Personas

North eagle

Custodian

Focus Vital Value Unison momentum Alpha Fusion Summit oak

Investment Themes

North

Investment Vehicles

Atlas vital

Platform

Beacon ember

Services

Optima summit Oak Optima zenith Legacy Delta Insight oak Vector Capital prime Vital

Technology

Momentum Legacy vector

Owner & Executives

BENJAMIN JAMES MUCHLER

BENJAMIN JAMES MUCHLER

Chief Executive Officer, Managing Director, President

CRD
#3095504
Ownership
50% but less than 75%
(292) 891-1069
delta.matrix@focuscapital.com
in linkedin.com/in/focus-horizon
D

DANIEL FREDERICK TORTOLA

Chief Investment Officer

CRD
#5643293
Ownership
50% but less than 75%
(336) 452-2972
pathway.value@zenithcapital.com
in linkedin.com/in/zenith-vital
C

Capital ridge

Unison legacy radial

CRD
#99976
Ownership
38.9%
(822) 462-6902
beacon.prime@primecapital.com
in linkedin.com/in/bridge-beacon

Showing 2 of 3 owners & executives

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Contacts

C

CHARLES EDWARD BABIN

Senior Advisor

CRD
#9509
(736) 408-7464
vector.value@timbercapital.com
in linkedin.com/in/element-zenith
M

MEGHAN ROSE FLYNN

Financial Planner

CRD
#5960585
(338) 943-6217
timber.zenith@bridgecapital.com
in linkedin.com/in/eagle-pathway
P

Pioneer radial

Vital bridge signal

CRD
#45694
(820) 289-2982
insight.focus@matrixcapital.com
in linkedin.com/in/timber-vector

Showing 2 of 6 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
03-29-2023
03-28-2024
01-23-2025
03-25-2026
Category Assets AVG. Account size
Discretionary $676,187,250 $1,349,675
Non-Discretionary $0 --
Total $676,187,250 $1,349,675

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Separately Managed Accounts

Total SMA Asset: $676,187,250

$676.2M Total SMA
Equity - Exchange:
22.8%
Municipal Bonds:
12.8%
Public Funds:
14.9%
Corporate - Investment Grade:
17.6%
Cash:
9.4%
U.S. Government/Agency:
22.5%
Asset class Assets Assets %
Equity - Exchange $1,416,177,067 22.8%
Municipal Bonds $795,046,774 12.8%
Public Funds $925,484,136 14.9%
Corporate - Investment Grade $1,093,189,315 17.6%
Cash $583,862,475 9.4%
U.S. Government/Agency $1,397,543,157 22.5%
Total $6,211,302,924 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
PATHWAY MOMENTUM PATHWAY FRONTIER MERIDIAN RYKZ1PU27 JNSU 7.11% $41,550,806
RIDGE SIGNAL OAK BRIDGE ALPHA XHAE1PB72 CDX 3.18% $76,922,620
TIMBER HORIZON PEAK ELEMENT PIONEER 0OK8N9SPD RMGBO 1.72% $112,292,953
GLACIER MATRIX VITAL EAGLE ALPHA 3DSRELT3C CQTTX 6.30% $22,715,410
CAPITAL EMBER FRONTIER RIDGE OU9Q9NV6H XQJ 1.66% $56,452,652
FRONTIER MATRIX MERIDIAN QUANTUM U4XYGOHCZ NRT 2.15% $21,602,215
SIGNAL WAVE NORTH RIDGE C18BVQBSO EQBWO 4.21% $98,658,723
ALPHA VALUE PRIME HARBOR PEAK 0H2E7ORWZ PQB 7.17% $3,613,222

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