1620 Investment Advisors, Inc.
- Regulatory AUM
- $242M
- Discretionary
- $237M
- Clients
- 242
- Avg AUM / client
- $998K
- Accounts
- 593
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Jun 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 192 | $109M | 45.0% |
| High net worth individuals | 47 | $129M | 53.2% |
| Charitable organizations | 3 | $4.3M | 1.78% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Todd Adams Johnston | President/Chief Compliance Officer | Mar 1999 (27y) | 50% – 75% | |
| Johnston, Michelle, Renee | Treasurer | May 2003 (23y) | 10% – 25% | |
| Martin Anthony Wildy | Shareholder | CFA | May 2003 (23y) | 5% – 10% |
| Rourke, Susan, Mary | Portfolio Manager/Analyst | May 2003 (23y) | 5% – 10% | |
| William Duncan Benjes | Registered representative | CFA | Feb 2006 (21y) | |
| Kyle Anthony Johnston | Registered representative | CFA | Apr 2020 (6y) |
Undisclosed: 0% – 30% 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) | 06/03/2026 | 992 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $164M (68% of AUM) Jun 2026
- Fidelity Brokerage Services $56.3M (23% of AUM) Jun 2026
- National Financial Services (Fidelity) $45.4M (23% of AUM) Mar 2025
- Bofa Securities, Inc. $15.1M (10% of AUM) Mar 2021
- Bank Of America Private Bank $10.7M (4% of AUM) Jun 2026
- Automatic Data Processing $5.8M (2% of AUM) Jun 2026
- Raymond James $2.7M (1% of AUM) Jun 2026
- Tiaa $2.1M (1% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jun 03, 2026.
View current Form ADV (SEC/IAPD) ↗