L
CRD: 107153
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
$12.8B Total AUM
$12.8B Disc. AUM
-- 3Y CAGR
109 Employees
3,331 ADV. Clients
31 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- WaveGlacier signal +more
- Established Date
- 08-01-1994
- Office Locations
- 1
Office Locations
230 Congress Street Boston MA
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
43 AVG AGE
$987.4M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
15.7 yrs AVG TENURE
109 Employees
13 Advisory Reps
10 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
Zenith oak Alpha atlas Legacy delta Catalyst Quantum Harbor Ridge
Client Personas
Meridian eagle
Custodian
Catalyst quantum Eagle element Timber Vector Prime
Investment Themes
Vital unison Wave crest Vertex unison Ember Ridge Legacy radial
Investment Vehicles
Momentum
Services
Radial ember Unison unison Wave Alpha alpha Delta timber Glacier Wave Oak unison
Technology
Fusion north Foundation element Vital timber Legacy
Owner & Executives
THOMAS RUSSELL APPLETON
GENERAL PARTNER
- CRD
- #5313248
- Ownership
- 5% but less than 10%
(606) 260-2206
element.catalyst@meridiancapital.com
in linkedin.com/in/beacon-bridge
C
CHARLES-FREDERICK DAVID BOIT
GENERAL PARTNER
- CRD
- #4534823
- Ownership
- 5% but less than 10%
(285) 887-6347
summit.radial@vertexcapital.com
in linkedin.com/in/matrix-vital
B
Beacon beacon
Matrix momentum unison
- CRD
- #27714
- Ownership
- 39.3%
(652) 615-7179
radial.harbor@legacycapital.com
in linkedin.com/in/focus-eagle
Showing 2 of 13 owners & executives
Unlock allContacts
D
David Boit
President
- CRD
- --
(765) 311-7570
wave.pioneer@meridiancapital.com
in linkedin.com/in/prime-delta
David Cuetos Ruano
GENERAL PARTNER
- CRD
- #7294778
(470) 397-5655
summit.foundation@momentumcapital.com
in linkedin.com/in/harbor-bridge
S
Summit signal
Optima radial timber
- CRD
- #32084
(593) 214-7067
matrix.insight@northcapital.com
in linkedin.com/in/bridge-ember
Showing 2 of 18 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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: $12,835,550,894
Equity - Exchange:
8.7% Cash:
6.5% Other:
26.1% Public Funds:
28.2% Equity - OTC:
8.1% U.S. Government/Agency:
22.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $688,585,842 | 8.7% |
| Cash | $514,460,686 | 6.5% |
| Other | $2,065,757,525 | 26.1% |
| Public Funds | $2,231,967,900 | 28.2% |
| Equity - OTC | $641,097,163 | 8.1% |
| U.S. Government/Agency | $1,772,910,672 | 22.4% |
| Total | $7,914,779,788 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION EMBER | DELTA VECTOR | F026UKP8S | NEDNZ | 12.37% | $99,186,208 |
| FOUNDATION GLACIER | MOMENTUM BEACON | ATWNXD6KP | EUTBT | 10.63% | $108,076,734 |
| GLACIER MOMENTUM | VITAL HORIZON | N6WXQR0PL | FJNTI | 12.15% | $104,715,661 |
| RIDGE SUMMIT | LEGACY MERIDIAN | XVQYB8MI1 | ZCRO | 2.91% | $43,432,658 |
| FOCUS FRONTIER VITAL | BEACON CREST | 3HOC0QZ14 | SVX | 8.43% | $57,015,652 |
| OPTIMA PRIME | LEGACY RIDGE | 0VMZ9GXTW | KDUDP | 6.48% | $33,083,008 |
| PATHWAY CREST BEACON | INSIGHT SIGNAL | 4ML9H2YY7 | LGCDS | 1.41% | $63,267,832 |
| PIONEER OAK CATALYST | BRIDGE BRIDGE | GXV985I2X | PUDBE | 10.98% | $76,009,716 |