N
Nathanael R. Brayton, CFA
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$96,838,765
Clients
19
68% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
19
TypicalAverage account size
$5,096,777
About
N.R. Brayton CFA is a Massachusetts‑registered investment adviser that provides discretionary portfolio management and non‑discretionary investment advice to individuals, families, IRAs and personal or family trusts. As of December 31, 2025 the firm reported about $96.8 million in assets under management across a small number of clients and manages diversified portfolios made up mainly of publicly traded securities and cash.
The firm’s investment approach is bottom‑up and long‑term, emphasizing valuation, low turnover and tax‑aware decision making; mutual funds and ETFs are used only occasionally to gain rapid or niche exposure. Portfolios are generally long‑only but the adviser discloses occasional use of long put options for downside hedging and a preference for investment‑grade fixed income held to maturity when appropriate.
What is noteworthy for a firm of this type is a regulatory disclosure: the firm consented to an order by the Massachusetts Securities Division dated April 30, 2018 related to custody of a family trust and a $5,000 assessment, and subsequently retained Wolf & Co. to perform annual surprise independent custody audits (with Form ADV‑E filings). The firm also concentrates custodial relationships at a single institutional custodian and explicitly discloses the use of derivatives in separately managed accounts, practices that are uncommon among independent peers.
Client services
Portfolio management
Selection of other advisers
Portfolio management for trustees of family trusts
Portfolio management for trustees of family trusts
Expertise
Active portfolio management
Concentrated stock management
Fee options
Non-discretionary investment advising fees are fixed-dollar annual sums starting at $5,000, negotiable
$0 - $1,500,000: 0.9% $1,500,001 - $3,000,000: 0.6% $3,000,001 - $10,000,000: 0.5% $10,000,001+: Negotiable
Account minimum: $10,000 Minimum fee: Minimum annual fee of $10,000 for discretionary portfolio management; $5,000 minimum for children of clients or deceased clients; $5,000 minimum annual fee for non-discretionary investment advising Fee-only: Client-paid cash fees only; no commissions or 12b-1 fees accepted or received
Main office location
Nathanael R. Brayton, CFA
101 Federal Street, C/O Regus Corp Suite#1900
Boston MA 02110-1861, United States
Number of offices
1
Most active in
Nathanael R. Brayton, CFA has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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