SourcingSourcing

1620 INVESTMENT ADVISORS, INC.

C30
CRD 119262·SEC 801-63977·PLYMOUTH, MA
AUM
$241.6M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$725K
@ 30% margin
Est. Deal Value
$5.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
1620 INVESTMENT ADVISORS, INC.
CRD
119262
SEC file #
801-63977
EIN
043508661
DBA names
—

Economics

AUM
$241.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$122.1M → $241.6M▲ +98%
Client mix
Individuals Other192
Individuals High Net Worth47
Charitable Organizations3

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
PLYMOUTH MA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
1620ia.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JOHNSTON, TODD, ADAMS
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
JOHNSTON, TODD, ADAMS
JOHNSTON, MICHELLE, RENEE
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
1620IA.COM
Rdap Domain Creation Date
2004-01-22T14:57:50Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
IONOS SE

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001907281
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-05-16
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001907281-26-000002

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
Fidelity4
Raymond James4
E*trade4
Edgar Addresses
Mailing
36 CORDAGE PARK CIRCLESUITE 217PLYMOUTH, MA 02360
Business
36 CORDAGE PARK CIRCLESUITE 217PLYMOUTH, MA 02360
Edgar EIN
043508661
Edgar Recent Filings
13F-HR2026-05-13 · 0001907281-26-000002
13F-HR2026-02-05 · 0001907281-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-22T14:57:50Z
Rdap Domain Last Changed
2026-01-23T08:26:31Z
Rdap Nameservers
Ns0.wixdns.netNs1.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1542559
Trust Company Affiliate
No

People (6)

6
JOHNSTON, TODD, ADAMS
IAR · Direct Owner · 62.5%
1542559
JOHNSTON, MICHELLE, RENEE
Direct Owner · 17.5%
1957139
ROURKE, SUSAN, MARY
IAR · Direct Owner · 7.5%
4618942
WILDY, MARTIN, ANTHONY
Direct Owner · 7.5%
4264267
WILLIAM DUNCAN BENJES
IAR
18140
KYLE ANTHONY JOHNSTON
IAR
7249021