Boston Research And Management, Inc.
- Regulatory AUM
- $676M
- Discretionary
- $676M
- Clients
- 124
- Avg AUM / client
- $5.5M
- Accounts
- 501
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 36 | $18.6M | 2.74% |
| High net worth individuals | 88 | $655M | 96.9% |
| Pension and profit sharing plans | Fewer than 5 clients | $388K | 0.06% |
| Charitable organizations | Fewer than 5 clients | $1.0M | 0.15% |
| Corporations and other businesses | Fewer than 5 clients | $1.2M | 0.18% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stecker, Raymond, James | President/Ceo | Jun 1991 (35y) | 75% or more | |
| Benjamin James Muchler | Managing Director | CFP | Nov 2006 (20y) | 10% – 25% |
| Daniel Frederick Tortola | Chief Investment Officer | CFA | Jun 2011 (15y) | 5% – 10% |
| Robert Stuart Mckenzie | Chief Compliance Officer/Senior Client Advisor | Mar 2013 (13y) | Less than 5% | |
| Charles Edward Babin | Registered representative | Jan 2000 (27y) | ||
| Leslie Warnick Kernan | Registered representative | CFA | Dec 2022 (4y) | |
| Meghan Rose Flynn | Registered representative | CFP | Feb 2026 (0y) |
Undisclosed: 0% – 10% 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) | 03/25/2026 | 908 KB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $671M (99% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 25, 2026.
View current Form ADV (SEC/IAPD) ↗