Hanson & Doremus Investment Management
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 622
- Avg AUM / client
- $1.7M
- Accounts
- 1,557
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 334 | $134M | 12.7% |
| High net worth individuals | 250 | $867M | 81.7% |
| Pension and profit sharing plans | 11 | $7.2M | 0.68% |
| Charitable organizations | 27 | $46.7M | 4.4% |
| Corporations and other businesses | Fewer than 5 | $5.4M | 0.51% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Arthur Pipit Wright | Partner, Treasurer | CFP | Nov 2016 (10y) | 25% – 50% |
| Alexander Alfred Watson | Partner | CFP CFA | Dec 2018 (8y) | 5% – 10% |
| Eric Sven Eklof | Partner, Chief Compliance Officer, & Vice President | CFP | Jan 2019 (8y) | 25% – 50% |
| Won, Julie, Anne | Managing Partner/President | Jan 2021 (6y) | 25% – 50% | |
| Anne Williams Doremus | Registered representative | CFA | Jan 1997 (30y) | |
| Elisabeth Anna Ford | Registered representative | CFP CFA | Aug 2019 (7y) | |
| Jordan Danielle Lafayette | Registered representative | Dec 2022 (4y) | ||
| Mark Richard Andrews | Registered representative | CFA | Apr 2023 (3y) | |
| Sarah Vinci Cocina | Registered representative | Jun 2023 (3y) | ||
| Evan Isaiah Pemberton | Registered representative | CFP CFA | Jan 2024 (3y) | |
| Neil Kamal Macker | Registered representative | CFA | Jan 2024 (3y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/09/2026 | 1000 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Charles Schwab & Co. $1.1B (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 22, 2026.
View current Form ADV (SEC/IAPD) ↗