Martha's Vineyard Investment Advisors, Llc
- Regulatory AUM
- $343M
- Discretionary
- $343M
- Clients
- 371
- Avg AUM / client
- $924K
- Accounts
- 371
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 223 | $64.5M | 18.8% |
| High net worth individuals | 113 | $208M | 60.7% |
| Banking or thrift institutions | 2 | $4.1M | 1.19% |
| Charitable organizations | 21 | $54.9M | 16.0% |
| State or municipal government entities | 4 | $3.3M | 0.95% |
| Corporations and other businesses | 8 | $8.0M | 2.34% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Murphy, Edward, Joseph | Managing Director | Dec 2017 (9y) | Less than 5% | |
| Griffiths, Mary, Catherine | Chief Compliance Officer | Jul 2018 (8y) | Less than 5% | |
| James Mcdonald Anthony | Registered representative | Feb 2018 (8y) | ||
| Raymond Philip Laporte | Registered representative | Jun 2019 (7y) | ||
| Thomas Matthew Juster | Registered representative | CFP | Jun 2019 (7y) | |
| Robert Philip Mascali | Registered representative | Apr 2022 (4y) | ||
| Leslie Ann Stovall | Registered representative | Apr 2024 (2y) | ||
| Colleen L Mc Gettrick | Registered representative | May 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Martha's Vineyard Bank | Managing Member | Dec 2017 | A | 75% or more |
Undisclosed: 0% – 25% 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) | 03/31/2026 | 1.02 MB | 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
- • Selection of other advisers
Custody
Reported custodians
- Martha's Vineyard Savings Bank $343M (100% of AUM) Mar 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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗