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- Custodian
- Fiduciary Trust · Wilmington Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-30-1978
- Office Locations
- 1
Office Locations
About John W. Bristol & Co., Inc.
John W. Bristol & Co. is an employee-owned, New York-based investment manager founded in 1937, serving endowments, foundations, pension funds, trusts, high net worth individuals, and other institutional investors. The 18-person team uses rigorous fundamental research to build long-term portfolios of “Corporate Athletes” designed to compound earnings, delivered through Equity, Balanced, and Fixed Income strategies.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 30, 2026, reported AUM increased 5.2%, from $6.7B to $7.1B.
Across 5 reported observations, AUM increased 12.3% between March 29, 2022 and March 30, 2026, from $6.3B to $7.1B.
Of the latest reported AUM, 99.6% is discretionary and 0.4% is non-discretionary.
The firm reports 9 advisory representatives and 312 clients, or 34.7 clients per representative. That equates to $22.6M in reported AUM per client.
The profile lists 1 reported office location and 48 years in operation. The source data was last updated on August 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full John W. Bristol & Co., Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JUSTIN ANDREW COLLEDGE
Managing Director
- CRD
- --
- Ownership
- 10% but less than 25%
JAMES ALLYN ENGLE
President
- CRD
- #1162041
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,038,639,226 | $45,410,576 |
| Non-Discretionary | $27,268,583 | $13,634,292 |
| Total | $7,065,907,809 | $45,005,782 |
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Separately Managed Accounts
SMA allocation detail is available
John W. Bristol & Co., Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
John W. Bristol & Co., Inc.'s 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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