CRD: 107153
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-1994
- Office Locations
- 2
Office Locations
About Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
Loring, Wolcott & Coolidge Fiduciary Advisors is a Boston-based trustee and fiduciary advisor focused on long-term relationships with families. The firm manages assets collaboratively—starting with listening and working with clients to design solutions aligned to a family’s aspirations. Portfolio implementation is primarily ETF-based and supports both retail and institutional relationships.
Team overview
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Client Personas
Custodian
Investment Themes
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Owner & Executives
THOMAS RUSSELL APPLETON
GENERAL PARTNER
- CRD
- #5313248
- Ownership
- 5% but less than 10%
CHARLES-FREDERICK DAVID BOIT
GENERAL PARTNER
- CRD
- #4534823
- Ownership
- 5% but less than 10%
Showing 2 of 12 owners & executives
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David Boit
President
- CRD
- --
David Cuetos Ruano
GENERAL PARTNER
- CRD
- #7294778
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,801,202,678 | $3,896,865 |
| Non-Discretionary | $34,348,216 | $4,293,527 |
| Total | $12,835,550,894 | $3,897,829 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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