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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

CRD 291599

WEST TISBURY, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:15371256-6e5f-e34a-0eef-2903346e122a

Data as of Aug 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 2
On other graphs: 0
Observed: Dec 26, 2017 to Aug 4, 2026
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.8 fund_share=0.0 institutional_share=0.17 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $343MItem 5.F on the latest filing (2026-08-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $343M
Private client RAUM: $273MderivedItem 5.D individuals plus high net worth individuals
Private client share: 80%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $57.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 4
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 371
Individual clients: 223
High net worth clients: 113
SEC number: 801-112370
CRD: 291599
Filings on the tape: 17
First filed: Dec 26, 2017
Latest filed: Aug 4, 2026
Organised: Limited Liability Company, MA
Website: mvinvestmentadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JAMES MCDONALD ANTHONY	n/a	WEST TISBURY, MA	8	21	2	no
RAYMOND PHILIP LAPORTE	n/a	WEST TISBURY, MA	7	31	1	no
THOMAS MATTHEW JUSTER	Certified Financial Planner	WEST TISBURY, MA	7	14	4	no
Robert Philip Mascali	n/a	WEST TISBURY, MA	4	10	n/a	no
Leslie Ann Stovall	n/a	WEST TISBURY, MA	2	10	n/a	yes
Colleen L McGettrick	n/a	WEST TISBURY, MA	1	18	2	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GRIFFITHS, MARY, CATHERINE	CHIEF COMPLIANCE OFFICER	Na	yes	07/2018	Sep 25, 2018	Mar 20, 2024
MARTHA'S VINEYARD BANK	MANAGING MEMBER	E	yes	12/2017	Mar 15, 2021	Mar 20, 2024
MURPHY, EDWARD, JOSEPH	MANAGING DIRECTOR	Na	yes	12/2017	May 24, 2018	Mar 20, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MARTHA'S VINEYARD BANK	n/a	n/a	n/a	Y	no	Ma

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Falmouth	Ma	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$343M	$343M	6	4	1	n/a	n/a
2024	Mar 10, 2025	$281M	$281M	6	5	1	n/a	n/a
2023	Mar 20, 2024	$244M	$244M	9	8	1	n/a	n/a
2022	Feb 24, 2023	$174M	$174M	9	8	1	n/a	n/a
2021	Mar 1, 2022	$189M	$189M	8	7	1	n/a	n/a
2020	Mar 15, 2021	$160M	$160M	8	7	1	n/a	n/a
2019	Feb 21, 2020	$135M	$135M	8	7	1	n/a	n/a
2018	Mar 20, 2019	$143M	$143M	8	5	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$343M	$281M	22.2%	$174M	25.4%	6	6	2	1

Relationships

Registered with (8)

← Colleen L McGettrickAdvisorregistration: current employment
May 7, 2025 to presentfactForm ADV
← Leslie Ann StovallAdvisorregistration: current employment
Apr 2, 2024 to presentfactForm ADV
← Robert Philip MascaliAdvisorregistration: current employment
Apr 25, 2022 to presentfactForm ADV
← THOMAS MATTHEW JUSTERAdvisorregistration: current employment
Jun 12, 2019 to presentfactForm ADV
← RAYMOND PHILIP LAPORTEAdvisorregistration: current employment
Jun 10, 2019 to presentfactForm ADV
← JAMES MCDONALD ANTHONYAdvisorregistration: current employment
Feb 12, 2018 to presentfactForm ADV
← Grant Alan JoinerAdvisorregistration: previous registration
Dec 8, 2020 to Nov 6, 2024factForm ADV
← BETHANY ANNE DEVERAdvisorregistration: previous registration
Mar 5, 2019 to Jun 10, 2020factForm ADV

Controls (3)

← MURPHY, EDWARD, JOSEPHOwnerMANAGING DIRECTOR, ownership code NA, individual
May 24, 2018 to Mar 20, 2024factForm ADV
← GRIFFITHS, MARY, CATHERINEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 25, 2018 to Mar 20, 2024factForm ADV
← MARTHA'S VINEYARD BANKOwnerMANAGING MEMBER, ownership code E, domestic entity
Mar 15, 2021 to Mar 20, 2024factForm ADV

Dated events

Occurred
Nov 6, 2024
Advisor changed firm
Grant Alan Joiner left Martha'S Vineyard Investment Advisors, Llc for Vineyard Wealth Group, Llc (registered 2025-01-02)
Form ADVobserved 5 days ago
Occurred
Dec 26, 2017
First Form ADV filing
Martha'S Vineyard Investment Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:15371256-6e5f-e34a-0eef-2903346e122a
First observed: Dec 26, 2017
Last observed: Aug 4, 2026 47 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

CRD 291599

WEST TISBURY, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:15371256-6e5f-e34a-0eef-2903346e122a

Data as of Aug 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:26 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JAMES MCDONALD ANTHONY

n/a

WEST TISBURY, MA

RAYMOND PHILIP LAPORTE

n/a

WEST TISBURY, MA

THOMAS MATTHEW JUSTER

Certified Financial Planner

WEST TISBURY, MA

Robert Philip Mascali

n/a

WEST TISBURY, MA

n/a

Leslie Ann Stovall

n/a

WEST TISBURY, MA

n/a

yes

Colleen L McGettrick

n/a

WEST TISBURY, MA

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GRIFFITHS, MARY, CATHERINE

CHIEF COMPLIANCE OFFICER

yes

07/2018

Sep 25, 2018

Mar 20, 2024

MARTHA'S VINEYARD BANK

MANAGING MEMBER

yes

12/2017

Mar 15, 2021

Mar 20, 2024

MURPHY, EDWARD, JOSEPH

MANAGING DIRECTOR

yes

12/2017

May 24, 2018

Mar 20, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MARTHA'S VINEYARD BANK

n/a

City

State

Country

Employees

Also broker-dealer

Falmouth

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$343M

n/a

2024

Mar 10, 2025

$281M

n/a

2023

Mar 20, 2024

$244M

n/a

2022

Feb 24, 2023

$174M

n/a

2021

Mar 1, 2022

$189M

n/a

2020

Mar 15, 2021

$160M

n/a

2019

Feb 21, 2020

$135M

n/a

2018

Mar 20, 2019

$143M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$343M

$281M

22.2%

$174M

25.4%