$320.1M Total AUM
$319.1M Disc. AUM
8.6% 3Y CAGR
4 Employees
252 ADV. Clients
39 yrs Firm Age
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- Custodian
- Brown Brothers ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-12-1986
- Office Locations
- 1
Office Locations
50 Congress Street Boston MA
About Sawyer & CO INC
Boston-based Sawyer & Company, Incorporated is an investment counseling firm providing conservative, long-term investment management and trustee services for high net worth individuals and families, as well as trusts, estates, and retirement plans. Public profile data indicates portfolios are primarily ETF-based, with Charles Schwab & Co. listed as a custodian.
Team overview
40 AVG AGE
$106.7M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
6.7 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
39yrs Firm Age
Insights
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Asset Classes
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Client Personas
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CRM
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
B
BENJAMIN PRICE WEBBER
Chief Compliance Officer, EXECUTIVE VICE PRESIDENT, Vice President
- CRD
- #4989677
- Ownership
- 75% or more
Available
Available
Available
W
WILLIAM COTTER SAWYER II
President
- CRD
- #411758
- Ownership
- Less than 5%
Available
Available
Available
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M
MARK CACCIOLA
Vice President
- CRD
- #5980849
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $319,125,636 | $1,381,496 |
| Non-Discretionary | $987,378 | $987,378 |
| Total | $320,113,014 | $1,379,797 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
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