SourcingSourcing

BOSTON RESEARCH AND MANAGEMENT, INC.

C39
CRD 107643·SEC 801-39603·MANCHESTER, MA
AUM
$676.2M
$500M-$1B
Est. Revenue
$6.8M
@ 1% on AUM
Est. EBITDA
$2.0M
@ 30% margin
Est. Deal Value
$16.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BOSTON RESEARCH AND MANAGEMENT, INC.
CRD
107643
SEC file #
801-39603
EIN
000000000
DBA names
—

Economics

AUM
$676.2M
AUM band
$500M-$1B
AUM trajectory
'20'26
$385.4M → $676.2M▲ +75%
Client mix
Individuals High Net Worth88
Individuals Other36

Operations

Employees (total)
8
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
6 advisors → 6 advisors▬ 0%
Primary office
MANCHESTER MA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
bostonrm.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MUCHLER, BENJAMIN, JAMES
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
MUCHLER, BENJAMIN, JAMES
TORTOLA, DANIEL, FREDERICK
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BOSTONRM.COM
Rdap Domain Creation Date
1999-04-21T04:00:00Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001259261
Edgar Registered
Yes
Edgar Filing Count
96
Edgar First Filing Date
2003-10-01
Edgar Last Filing Date
2026-04-10
Edgar 13f Count
94
Edgar 13f Latest AUM Estimate
Filing Date2026-04-10
Accession0001259261-26-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
40 BEACH STREETSUITE 200MANCHESTER, MA 01944
Business
40 BEACH STREETSUITE 200MANCHESTER, MA 01944
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-04-10 · 0001259261-26-000004
13F-HR2026-02-11 · 0001259261-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-04-21T04:00:00Z
Rdap Domain Last Changed
2023-02-20T07:38:36Z
Rdap Nameservers
Ns-1506.awsdns-60.orgNs-1840.awsdns-38.co.ukNs-77.awsdns-09.comNs-810.awsdns-37.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
3095504
Trust Company Affiliate
No

People (6)

6
TORTOLA, DANIEL, FREDERICK
IAR · Direct Owner · 62.5%
5643293
MUCHLER, BENJAMIN, JAMES
IAR · Direct Owner · 62.5%
3095504
MCKENZIE, ROBERT, STUART
IAR · Executive Officer · 2.5%
4393552
CHARLES EDWARD BABIN
IAR
9509
MEGHAN ROSE FLYNN
IAR
5960585
Leslie Warnick Kernan
IAR
7523715