CABOT WEALTH MANAGEMENT
CRD #107327 SEC #801-19708 BEVERLY, MA 978-745-9233
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
16
Clients
101
Accounts
1,748
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | NA | Control |
| FEMIA, JAMES, R | I | VICE PRESIDENT - CONSULTING | NA | Control |
| FEMIA, JAMES, R | I | VICE PRESIDENT - CONSULTING | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | NA | Control |
| KOZAK, MICHAEL, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOZAK, MICHAEL, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOZAK, MICHAEL, CHARLES | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF WEALTH MANAGEMENT | NA | Control |
| KOZAK, MICHAEL, CHARLES | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF WEALTH MANAGEMENT | NA | Control |
| KOZAK, MICHAEL, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOZAK, MICHAEL, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOZAK, MICHAEL, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOZAK, MICHAEL, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOZAK, MICHAEL, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOZAK, MICHAEL, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOZAK, MICHAEL, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOZAK, MICHAEL, CHARLES | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF WEALTH MANAGEMENT | NA | Control |
| KOZAK, MICHAEL, CHARLES | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF WEALTH MANAGEMENT | NA | Control |
| KOZAK, MICHAEL, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | NA | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | NA | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | NA | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | NA | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | NA | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | NA | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | NA | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | NA | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | NA | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | NA | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | NA | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | NA | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | NA | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | NA | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | NA | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | NA | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | NA | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | NA | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | NA | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | NA | |
| STEVENS, GREGORY, ALAN | I | SENIOR FINANCIAL COUNSELOR, CHIEF COMPLIANCE OFFICER | NA | |
| STEVENS, GREGORY, ALAN | I | SENIOR FINANCIAL COUNSELOR, CHIEF COMPLIANCE OFFICER | NA | |
| STEVENS, GREGORY, ALAN | I | SENIOR FINANCIAL COUNSELOR, CHIEF COMPLIANCE OFFICER | NA | |
| STEVENS, GREGORY, ALAN | I | SENIOR FINANCIAL COUNSELOR, CHIEF COMPLIANCE OFFICER | NA | |
| STEVENS, GREGORY, ALAN | I | SENIOR FINANCIAL COUNSELOR, CHIEF COMPLIANCE OFFICER | NA | |
| STEVENS, GREGORY, ALAN | I | CHIEF COMPLIANCE OFFICER/FINANCIAL COUNSELOR | NA | |
| STEVENS, GREGORY, ALAN | I | SENIOR FINANCIAL COUNSELOR, CHIEF COMPLIANCE OFFICER | NA | |
| STEVENS, GREGORY, ALAN | I | SENIOR FINANCIAL COUNSELOR, CHIEF COMPLIANCE OFFICER | NA | |
| STEVENS, GREGORY, ALAN | I | SENIOR FINANCIAL COUNSELOR, CHIEF COMPLIANCE OFFICER | NA | |
| STEVENS, GREGORY, ALAN | I | SENIOR FINANCIAL COUNSELOR, CHIEF COMPLIANCE OFFICER | NA | |
| STEVENS, GREGORY, ALAN | I | SENIOR FINANCIAL COUNSELOR, CHIEF COMPLIANCE OFFICER | NA | |
| STEVENS, GREGORY, ALAN | I | SENIOR FINANCIAL COUNSELOR, CHIEF COMPLIANCE OFFICER | NA | |
| STEVENS, GREGORY, ALAN | I | SENIOR FINANCIAL COUNSELOR, CHIEF COMPLIANCE OFFICER | NA | |
| STEVENS, GREGORY, ALAN | I | SENIOR FINANCIAL COUNSELOR, CHIEF COMPLIANCE OFFICER | NA | |
| STEVENS, GREGORY, ALAN | I | SENIOR FINANCIAL COUNSELOR, CHIEF COMPLIANCE OFFICER | NA | |
| STEVENS, GREGORY, ALAN | I | SENIOR FINANCIAL COUNSELOR, CHIEF COMPLIANCE OFFICER | NA | |
| STEVENS, GREGORY, ALAN | I | SENIOR FINANCIAL COUNSELOR, CHIEF COMPLIANCE OFFICER | NA | |
| XIARHOS, MATTHEW, NICHOLAS | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| XIARHOS, MATTHEW, NICHOLAS | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT, OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | E | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | D | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | D | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | D | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | D | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | D | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | D | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | D | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | D | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | D | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | D | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | D | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | D | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | D | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | D | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | D | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER | D | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT | D | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT | D | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT | D | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT | D | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT | D | Control |
| LUTTS, ROBERT, TOMLINSON | I | PRESIDENT | D | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | B | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | B | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | B | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | B | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | B | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | B | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | B | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | B | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | B | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | B | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | B | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | B | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | B | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | B | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | B | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | B | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | B | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | B | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | B | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | B | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | B | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | B | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | B | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | B | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | B | Control |
| ERNST, SONIA, LYNN | I | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | B | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | B | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | B | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | B | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | B | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | B | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | B | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | B | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | B | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | B | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | B | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | B | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | B | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | B | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | B | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | B | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | B | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | B | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | B | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | B | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | B | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | B | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | B | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | B | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | B | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | B | Control |
| GASPARELLO, JAMES, MICHAEL | I | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | B | Control |
| LUTTS, ROBERT, TOMLINSON | I | FOUNDER | B | Control |
| LUTTS, ROBERT, TOMLINSON | I | FOUNDER | B | Control |
| LUTTS, ROBERT, TOMLINSON | I | FOUNDER | B | Control |
| LUTTS, ROBERT, TOMLINSON | I | FOUNDER | B | Control |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | B | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | B | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | B | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | B | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | B | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | B | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | B | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | B | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | B | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | B | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | B | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | B | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | B | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | B | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | B | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | B | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | B | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | B | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | B | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | B | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | B | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | B | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | B | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | B | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | B | |
| STEVENS, GREGORY, A | I | PRINCIPAL, CCO | B | |
| GORYL, CRAIG, EDWARD | I | PRINCIPAL | A | |
| GORYL, CRAIG, EDWARD | I | PRINCIPAL -- CHIEF INVESTMENT OFFIICER | A | |
| GORYL, CRAIG, EDWARD | I | PRINCIPAL -- CHIEF INVESTMENT OFFIICER | A | |
| GORYL, CRAIG, EDWARD | I | PRINCIPAL -- CHIEF INVESTMENT OFFIICER | A | |
| GORYL, CRAIG, EDWARD | I | PRINCIPAL -- CHIEF INVESTMENT OFFIICER | A | |
| GORYL, CRAIG, EDWARD | I | PRINCIPAL -- CHIEF INVESTMENT OFFIICER | A | |
| GORYL, CRAIG, EDWARD | I | PRINCIPAL -- CHIEF INVESTMENT OFFIICER | A | |
| GORYL, CRAIG, EDWARD | I | PRINCIPAL -- CHIEF INVESTMENT OFFIICER | A | |
| GORYL, CRAIG, EDWARD | I | PRINCIPAL -- CHIEF INVESTMENT OFFIICER | A | |
| GORYL, CRAIG, EDWARD | I | PRINCIPAL -- CHIEF INVESTMENT OFFIICER | A | |
| GORYL, CRAIG, EDWARD | I | PRINCIPAL -- CHIEF INVESTMENT OFFIICER | A | |
| SWAIM, TYLER, OLIVER | I | ADVISOR | A | |
| SWAIM, TYLER, OLIVER | I | ADVISOR | A | |
| SWAIM, TYLER, OLIVER | I | ADVISOR | A | |
| SWAIM, TYLER, OLIVER | I | ADVISOR | A | |
| VAUTIN, THOMAS, CHRISTOPHER | I | PRINCIPAL | A | |
| VAUTIN, THOMAS, CHRISTOPHER | I | PRINCIPAL | A | |
| VAUTIN, THOMAS, CHRISTOPHER | I | PRINCIPAL | A | |
| VAUTIN, THOMAS, CHRISTOPHER | I | PRINCIPAL | A | |
| VAUTIN, THOMAS, CHRISTOPHER | I | PRINCIPAL | A | |
| VAUTIN, THOMAS, CHRISTOPHER | I | PRINCIPAL | A | |
| VAUTIN, THOMAS, CHRISTOPHER | I | PRINCIPAL | A | |
| VAUTIN, THOMAS, CHRISTOPHER | I | PRINCIPAL | A | |
| VAUTIN, THOMAS, CHRISTOPHER | I | PRINCIPAL | A | |
| VAUTIN, THOMAS, CHRISTOPHER | I | PRINCIPAL | A | |
| VAUTIN, THOMAS, CHRISTOPHER | I | PRINCIPAL | A | |
| VAUTIN, THOMAS, CHRISTOPHER | I | PRINCIPAL | A | |
| VAUTIN, THOMAS, CHRISTOPHER | I | PRINCIPAL | A | |
| VAUTIN, THOMAS, CHRISTOPHER | I | PRINCIPAL | A | |
| VAUTIN, THOMAS, CHRISTOPHER | I | PRINCIPAL | A | |
| VAUTIN, THOMAS, CHRISTOPHER | I | PRINCIPAL | A | |
| VAUTIN, THOMAS, CHRISTOPHER | I | PRINCIPAL | A |
Registrations
Federal
IA
Nov 25, 2025 REGISTERED
Notice Filings (46)
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Address
48 DUNHAM RIDGE RDSUITE 2000
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United States
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