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Martha's Vineyard Investment Advisors, LLC

Martha's Vineyard Investment Advisors, LLC. CRD 291599

Martha's Vineyard Investment Advisors, LLC logo

CRD: 291599

Martha's Vineyard Investment Advisors, LLC

West Tisbury, MA, 02575
5086938850
www.mvbank.com
$342.9M Total AUM
$342.9M Disc. AUM
24.6% 3Y CAGR
6 Employees
371 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
LPL Financial
Clients
Retail and Institutional
Platforms
Optima foundationVital
Established Date
01-26-2018
Office Locations
3

Office Locations

496 State RD West Tisbury MA
-- Vineyard Haven MA
-- West Tisbury MA

About Martha's Vineyard Investment Advisors, LLC

Martha's Vineyard Investment Advisors, LLC is an investment advisory firm affiliated with Martha's Vineyard Bank, serving retail and institutional clients from Massachusetts. The team provides financial planning, portfolio construction, and discretionary asset management, primarily using mutual funds and ETFs, with added support for insurance, tax, estate, and charitable planning. The bank affiliate is B Corp-certified and offers 24/7 online and mobile banking access.

Team overview

50 AVG AGE
$85.7M AVG AUM / ADVISOR
$924.3K AVG AUM / CLIENT
5 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Alpha peak Element Pioneer atlas Vector Horizon Frontier Matrix vital

CRM

Alpha

Custodian

Wave Unison Meridian Frontier

Investment Themes

Element Atlas Legacy Insight crest Value capital

Investment Vehicles

Element frontier

Services

Alpha beacon Zenith bridge Eagle Delta capital Vector alpha Ember delta Delta frontier Crest

Technology

Ember focus Vector pathway

Owner & Executives

J

JAMES MCDONALD ANTHONY

Chief Compliance Officer, Chief Executive Officer, Financial Advisor, President

CRD
#5029299
Ownership
Less than 5%
(562) 792-4651
value.alpha@ridgecapital.com
in linkedin.com/in/crest-optima

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Contacts

L

Leslie Guzman

Associate Financial Advisor

CRD
--
(958) 505-9962
pathway.vital@pathwaycapital.com
in linkedin.com/in/crest-ember
G

Grant Joiner

Senior Financial Advisor

CRD
--
(871) 611-4945
timber.frontier@alphacapital.com
in linkedin.com/in/vector-peak
E

Eagle catalyst

Atlas summit catalyst

CRD
#35264
(814) 271-4712
foundation.vertex@ridgecapital.com
in linkedin.com/in/summit-oak

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-01-2022
02-24-2023
03-20-2024
03-10-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $342,913,476 $924,295
Non-Discretionary $0 --
Total $342,913,476 $924,295

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Separately Managed Accounts

Total SMA Asset: $342,913,476

$342.9M Total SMA
Public Funds:
12.7%
Equity - Exchange:
17.3%
Cash:
14.7%
Other:
10.8%
Corporate - Investment Grade:
9.9%
Municipal Bonds:
5.6%
Private Funds:
20.0%
U.S. Government/Agency:
9.0%
Asset class Assets Assets %
Public Funds $1,042,169,069 12.7%
Equity - Exchange $1,419,647,630 17.3%
Cash $1,206,290,182 14.7%
Other $886,254,012 10.8%
Corporate - Investment Grade $812,399,511 9.9%
Municipal Bonds $459,539,117 5.6%
Private Funds $1,641,211,133 20.0%
U.S. Government/Agency $738,545,009 9.0%
Total $8,206,055,663 100.0%

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