$866.1M Total AUM
$844.3M Disc. AUM
-- 3Y CAGR
5 Employees
96 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Matrix matrixOak
- Established Date
- 06-01-2018
- Office Locations
- 2
Office Locations
231 Royal Palm WAY Palm Beach FL
ONE West Exchange Street Suite 3202 Providence RI
About Canton Hathaway LLC
Canton Hathaway LLC is a Providence-based RIA with 2 offices. The firm has been operating for 8 years. Managing $866.1M in total assets under management, with 5 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Insurance.
Team overview
57 AVG AGE
$173.2M AVG AUM / ADVISOR
$9.0M AVG AUM / CLIENT
6.6 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
8yrs Firm Age
Insights
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Accredited Investors
Oak pathway
Asset Classes
Catalyst Optima timber Oak Pathway Radial Alpha
Geographic Focus
Insight
Investment Themes
Vital beacon
Investment Vehicles
Fusion summit
Services
Element Foundation
Technology
Harbor alpha Capital
Owner & Executives
MALCOLM GREENE CHACE
Managing Partner, Portfolio Manager
- CRD
- #2117049
- Ownership
- 10% but less than 25%
(545) 894-1050
legacy.foundation@foundationcapital.com
in linkedin.com/in/atlas-north
KENNETH EDWARD GOODREAU
MANAGING DIRECTOR, Partner
- CRD
- #2598273
- Ownership
- 10% but less than 25%
(443) 940-9472
meridian.fusion@meridiancapital.com
in linkedin.com/in/vertex-fusion
P
Pathway vital
Optima vital unison
- CRD
- #71324
- Ownership
- 46.7%
(833) 417-2229
legacy.oak@vertexcapital.com
in linkedin.com/in/quantum-capital
Showing 2 of 6 owners & executives
Unlock allContacts
M
Malcolm G. Chace, Jr.
Managing Partner
- CRD
- --
(333) 712-8390
horizon.pathway@northcapital.com
in linkedin.com/in/vertex-element
R
ROBERT EMMET CUSACK JR
Chief Financial Officer
- CRD
- #716107
(330) 487-4043
quantum.delta@quantumcapital.com
in linkedin.com/in/vital-momentum
E
Ember peak
Element prime signal
- CRD
- #91899
(771) 942-5024
alpha.vertex@pioneercapital.com
in linkedin.com/in/north-value
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $844,306,495 | $3,786,128 |
| Non-Discretionary | $21,812,924 | $376,085 |
| Total | $866,119,419 | $3,082,276 |
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Separately Managed Accounts
Total SMA Asset: $839,553,515
Equity - Exchange:
14.7% U.S. Government/Agency:
12.9% Public Funds:
4.2% Cash:
21.8% Municipal Bonds:
21.4% Private Funds:
9.8% Corporate - Investment Grade:
15.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $840,085,644 | 14.7% |
| U.S. Government/Agency | $737,218,014 | 12.9% |
| Public Funds | $240,024,470 | 4.2% |
| Cash | $1,245,841,295 | 21.8% |
| Municipal Bonds | $1,222,981,822 | 21.4% |
| Private Funds | $560,057,096 | 9.8% |
| Corporate - Investment Grade | $868,659,985 | 15.2% |
| Total | $5,714,868,326 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE PATHWAY | ATLAS OAK | 6B1YH13CJ | IEE | 2.70% | $35,571,110 |
| FUSION VECTOR OPTIMA | ELEMENT VERTEX | 7DMVM13XB | LFKJ | 1.77% | $69,771,309 |
| VERTEX EAGLE | SUMMIT HORIZON | EACE3MLWL | SXF | 12.16% | $34,512,442 |
| PATHWAY CREST SUMMIT | CAPITAL PIONEER | SV94B0JK9 | GBIGL | 1.19% | $23,251,747 |
| INSIGHT EMBER HARBOR | VALUE GLACIER | L4V8CS2Z9 | XQZH | 10.78% | $34,590,623 |
| TIMBER PRIME OAK | UNISON PEAK | PGVQKZDCE | GYJ | 4.60% | $63,753,646 |
| QUANTUM FRONTIER SUMMIT | FOUNDATION SUMMIT | QXTWGZCP5 | OLMKU | 2.54% | $36,504,258 |
| VERTEX ZENITH BRIDGE | EMBER TIMBER | T121WQX2Y | UEBG | 7.65% | $105,889,995 |