J.P. Marvel Investment Advisors, Inc.
- Regulatory AUM
- $821M
- Discretionary
- $821M
- Clients
- 69
- Avg AUM / client
- $11.9M
- Accounts
- 135
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 22 | $6.4M | 0.78% |
| High net worth individuals | 47 | $814M | 99.2% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mccaffrey, David, John | Chief Compliance Officer | Jan 2008 (19y) | Less than 5% | |
| Joseph Francis Patton | Chief Executive Officer | May 2010 (16y) | 75% or more | |
| Patton, Joan, Helen | Secretary | Dec 2013 (13y) | Less than 5% | |
| Joseph F Patton | President | Dec 2019 (7y) | Less than 5% | |
| Robert Trent Stephenson | Executive Vice President | Dec 2019 (7y) | Less than 5% |
Undisclosed: 0% – 25% 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) | 03/27/2026 | 983 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
Custody
Reported custodians
- State Street $329M (40% of AUM) Mar 2026
- U.S. Trust, Bank Of America Private Wealth Management $118M (29% of AUM) Jun 2020
- U.S. Trust Company $77.6M (20% of AUM) Mar 2018
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 27, 2026.
View current Form ADV (SEC/IAPD) ↗