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- Custodian
- Fidelity/NFS · Fifth Third Bank
- Clients
- Retail and Institutional
- Platforms
- Harbor optima
- Established Date
- 01-01-2009
- Office Locations
- 1
Office Locations
About Minot Deblois Advisors LLC
Minot DeBlois Advisors is a Boston-based RIA formed in 2009 as a wholly owned subsidiary of private trustee Rice, Heard & Bigelow, providing fiduciary investment advisory services for trust and non-trust assets. The team builds highly individualized, actively managed portfolios—typically high-quality individual equities for growth and fixed income for income and safety—with disciplined risk management and capital preservation. Mandates can be discretionary or non-discretionary.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT G. BANNISH
Advisor, Chief Compliance Officer, Manager
- CRD
- --
- Ownership
- 25% but less than 50%
SARAH MAINS ALLEN
Director, Manager
- CRD
- --
- Ownership
- 10% but less than 25%
Zenith unison
Wave unison
- CRD
- #39607
- Ownership
- 43.7%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $152,410,951 | $815,032 |
| Non-Discretionary | $1,891,704,380 | $4,358,766 |
| Total | $2,044,115,331 | $3,291,651 |
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Separately Managed Accounts
Total SMA Asset: $2,044,115,331
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,066,069,214 | 26.5% |
| U.S. Government/Agency | $1,174,687,587 | 29.2% |
| Other | $840,786,663 | 20.9% |
| Cash | $941,359,231 | 23.4% |
| Total | $4,022,902,695 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS RIDGE CATALYST | VERTEX MERIDIAN | OV9RIKFI3 | ZOWTK | 3.21% | $10,487,616 |
| PEAK FUSION OAK | ATLAS EMBER | SQ0YRFKU6 | AYL | 11.41% | $64,879,439 |
| UNISON PATHWAY CAPITAL | VALUE HORIZON | L83BOYM1L | TCGUU | 9.76% | $25,499,449 |
| BEACON FOCUS | ELEMENT VITAL | GBS1IPGSR | YREPH | 2.97% | $13,718,240 |
| CATALYST VITAL | LEGACY CAPITAL | U175QRVPG | VJSDY | 10.09% | $19,172,153 |
| UNISON INSIGHT | FOCUS WAVE | PY90UETOJ | SODS | 8.91% | $14,748,669 |
| CAPITAL PEAK | PRIME BEACON | AWAHBW05M | ASO | 1.36% | $61,583,950 |
| MERIDIAN VALUE | PEAK EMBER | KY549MFH2 | OOC | 4.80% | $35,951,787 |