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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-28-1985
- Office Locations
- 1
Office Locations
About Pinney & Scofield, Inc.
Pinney & Scofield is a Cambridge, MA fee-only fiduciary team providing financial planning and discretionary portfolio management for individuals and families. Founded in 1984, the firm builds personalized plans and implements broadly diversified, index-oriented portfolios, with ongoing monitoring and rebalancing grounded in academic, evidence-based principles. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
JOHN ROBERT GODDARD
DIRECTOR, Financial Planner, President
- CRD
- #2649353
- Ownership
- 50% but less than 75%
RICHARD ANTHONY SEELEY
Chief Compliance Officer, DIRECTOR, Financial Advisor, Secretary, TREASURER
- CRD
- #4643930
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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MARY M EVANS
Financial Advisor
- CRD
- #5779647
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $858,739,612 | $683,710 |
| Non-Discretionary | $0 | -- |
| Total | $858,739,612 | $683,710 |
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Separately Managed Accounts
Total SMA Asset: $858,739,612
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,383,058,536 | 22.1% |
| Equity - Exchange | $813,563,845 | 13.0% |
| Cash | $1,921,262,311 | 30.7% |
| Corporate - Investment Grade | $1,501,964,021 | 24.0% |
| Municipal Bonds | $638,334,709 | 10.2% |
| Total | $6,258,183,422 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX PATHWAY | WAVE OPTIMA | U9V4X4XEV | GQJK | 5.72% | $17,721,080 |
| TIMBER QUANTUM | WAVE MERIDIAN | FHG92PYNH | KZKR | 4.93% | $57,421,135 |
| BRIDGE WAVE | QUANTUM SIGNAL | 1JF74J4KR | UONL | 6.14% | $61,988,963 |
| ALPHA BEACON VERTEX | DELTA LEGACY | ZICUFHKMT | YAHQN | 1.09% | $81,951,046 |
| MOMENTUM ZENITH TIMBER | FOCUS PIONEER | SRST60HYI | BPGQV | 7.15% | $101,033,509 |
| SUMMIT CREST ELEMENT | BRIDGE GLACIER | J9Z1M5GH4 | SAN | 8.51% | $57,246,900 |
| CATALYST VERTEX RIDGE | WAVE NORTH | I9M8UCY51 | IEVT | 2.27% | $94,457,697 |
| OAK UNISON | TIMBER FOCUS | R9B6BC9XZ | JCXI | 7.03% | $33,609,455 |