Minot Deblois Advisors Llc
- Regulatory AUM
- $2.0B
- Discretionary
- $152M
- Clients
- 203
- Avg AUM / client
- $10.1M
- Accounts
- 621
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 67 | $625M | 30.6% |
| High net worth individuals | 120 | $1.1B | 54.4% |
| Charitable organizations | 15 | $306M | 15.0% |
| Corporations and other businesses | 1 | $922K | 0.05% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gullickson, Gregory, L. | President And Manager | Jan 2009 (18y) | 10% – 25% | |
| Bannish, Robert, G. | Chief Compliance Officer And Manager | Jan 2011 (16y) | 25% – 50% | |
| Mcquaid, Kevin, T. | Manager And Tax Matters Partner | Jan 2011 (16y) | 10% – 25% | |
| Zachary A. Bourque | Manager | CFA | Nov 2013 (13y) | 10% – 25% |
| Rutledge, Adam, Correll | Manager | Jan 2021 (6y) | Less than 5% | |
| Allen, Sarah, Mains | Manager | Dec 2021 (5y) | 10% – 25% | |
| Murphy, Gregory, Joseph | Officer And Manager | Jan 2022 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Rice, Heard & Bigelow, Inc. | Sole Member | Jan 2009 | A | 75% or more |
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) | 03/28/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: THE ORDER WOULD FIND THAT MINOT DEBLOIS WILLFULLY VIOLATED ADVISERS ACT SECTION 204 AND RULES 204-1 AND RULE 204-5 THEREUNDER RELATED TO THE LATE FILING OF CERTAIN MANDATORY REGULATORY FILINGS. A CIVIL PENALTY OF $97,523. Status: Final Sanction Detail: CEASE AND DESIST FROM COMMITTING OR CAUSING ANY VIOLATIONS AND ANY FUTURE VIOLATIONS OF RULES 204-1 AND 204-5, CENSURED, AND CIVIL PENALTY OF $97,523. Summary: MINOT DEBLOIS SUBMITTED A SETTLEMENT OFFER TO THE SEC, WITHOUT ADMITTING OR DENYING ANY VIOLATIONS, AND THE SEC ACCEPTED THE OFFER AND ON JULY 26, 2021 ENTERED AN ORDER RELATED TO THE LATE FILING OF CERTAIN MANDATORY REGULATORY FILINGS UNDER SECTION 204 OF THE ADVISERS ACT. UNDER THE SETTLEMENT OFFER, MINOT DEBLOIS CONSENTED TO PAY A $97,523 FINE AND CEASE AND DESIST FROM ANY VIOLATIONS OF THE ACT.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fifth Third Bank $1.9B (93% of AUM) Mar 2026
- Fidelity Brokerage Services $152M (7% 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 28, 2026.
View current Form ADV (SEC/IAPD) ↗