$729.4M Total AUM
$622.8M Disc. AUM
-- 3Y CAGR
11 Employees
382 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Frontier eagle
- Established Date
- 10-01-2025
- Office Locations
- 1
Office Locations
161 Worcester Road Suite 408 Framingham MA
About Canby Financial Advisors
Canby Financial Advisors is a Framingham-based RIA. The firm has been operating for 0 years. Managing $729.4M in total assets under management, with 5 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Business Succession, Charitable Giving, College Planning.
Team overview
46 AVG AGE
$145.9M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
0.5 yrs AVG TENURE
11 Employees
5 Advisory Reps
5 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Value Zenith Crest Quantum
Client Personas
Quantum Alpha
Custodian
Peak element Oak Bridge Foundation Legacy Unison vertex
Investment Themes
Delta ember Alpha Signal
Investment Vehicles
Bridge crest Harbor
Services
Wave unison Meridian radial Focus prime Insight beacon Eagle Ridge horizon Alpha quantum Vital Frontier Horizon eagle
Technology
Summit
Owner & Executives
C
CHRISTOPHER STARR BORDEN
Financial Advisor, Managing Partner
- CRD
- #1303805
- Ownership
- 50% but less than 75%
(437) 463-2757
glacier.zenith@eaglecapital.com
in linkedin.com/in/beacon-delta
C
CHRISTOPHER P GULLOTTI
Financial Advisor, PARTNER
- CRD
- #4622376
- Ownership
- 25% but less than 50%
(634) 231-5735
element.ridge@pioneercapital.com
in linkedin.com/in/atlas-peak
V
Vertex glacier
Capital frontier focus
- CRD
- #21194
- Ownership
- 15.6%
(249) 817-8234
insight.pioneer@summitcapital.com
in linkedin.com/in/value-ember
Showing 2 of 3 owners & executives
Unlock allContacts
MARTIN BAKER
--
- CRD
- #4663348
(958) 899-9213
glacier.vector@capitalcapital.com
in linkedin.com/in/capital-oak
M
MICHAEL DANIEL FLAHERTY
--
- CRD
- #2963882
(926) 860-4729
beacon.focus@pioneercapital.com
in linkedin.com/in/fusion-beacon
F
Foundation vital
Unison wave eagle
- CRD
- #91535
(644) 489-2576
ember.momentum@eaglecapital.com
in linkedin.com/in/insight-ridge
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $622,842,785 | $1,630,478 |
| Non-Discretionary | $106,605,070 | $13,325,634 |
| Total | $729,447,855 | $1,870,379 |
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Separately Managed Accounts
Total SMA Asset: $729,447,855
Public Funds:
34.7% Equity - Exchange:
47.2% Cash:
18.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,402,366,827 | 34.7% |
| Equity - Exchange | $3,267,772,744 | 47.2% |
| Cash | $1,253,107,768 | 18.1% |
| Total | $6,923,247,339 | 100.0% |