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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BIGELOW INVESTMENT ADVISORS, LLC

CRD 143733

PORTLAND, ME

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:f2f4b5cc-f662-b3f6-ea4d-f0a976c31385

Data as of May 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 6
On other graphs: 1
Observed: Mar 28, 2012 to May 8, 2026
34 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Bigelow Investment Advisors, LLC

Intermediary · shared crd

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.74 fund_share=0.0 institutional_share=0.25 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $555MItem 5.F on the latest filing (2026-05-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $435M
Private client RAUM: $411MderivedItem 5.D individuals plus high net worth individuals
Private client share: 74%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $139Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 895
Individual clients: 180
High net worth clients: 134
Custody, client assets: $322M
SEC number: 801-67875
CIK: 1729516
CRD: 143733
Filings on the tape: 34
First filed: Mar 28, 2012
Latest filed: May 8, 2026
Organised: Limited Liability Company, ME

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
PATRICK BENJAMIN FLOOD	Certified Financial Planner	Portland, ME	9	17	1	no
Racquel Heath Tibbetts	Certified Financial Planner	PORTLAND, ME \| Portland, ME	6	25	n/a	no
ANDREW JAMES NADEAU	Certified Financial Planner	PORTLAND, ME	4	15	2	no
MATTHEW RAYMOND HUCKINS	Certified Financial Planner	PORTLAND, ME	1	13	2	no

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
FLOOD, PATRICK, BENJAMIN	MANAGING MEMBER	B	yes	01/2022	Jan 31, 2022	Oct 15, 2024
GORHAM BANCORP MHC	Owner	D	yes	08/2008	Jan 31, 2022	Oct 15, 2024
GORHAM SAVINGS BANK	Partner	D	yes	08/2008	Mar 28, 2012	Oct 15, 2024
Tibbetts, Racquel, Heath	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	B	yes	01/2022	Jan 31, 2022	Oct 15, 2024

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; showing 15 of 17

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 23, 2026	$555M	$435M	8	4	0	n/a	n/a
2024	Apr 1, 2025	$476M	$398M	8	4	0	n/a	n/a
2023	Jun 28, 2023	$404M	$340M	5	5	0	n/a	n/a
2022	Jun 30, 2022	$384M	$311M	6	6	0	n/a	n/a
2021	Jan 31, 2022	$419M	$348M	5	5	0	n/a	n/a
2020	Mar 30, 2021	$370M	$308M	5	5	1	n/a	n/a
2019	Mar 30, 2020	$357M	$293M	5	5	2	n/a	n/a
2018	Mar 28, 2019	$295M	$246M	6	6	2	n/a	n/a
2017	Mar 28, 2018	$213M	$200M	6	4	0	n/a	n/a
2016	Mar 30, 2017	$194M	$178M	6	4	n/a	n/a	n/a
2015	Mar 30, 2016	$188M	$174M	7	5	n/a	n/a	n/a
2014	Mar 20, 2015	$183M	$169M	6	5	n/a	n/a	n/a
2013	Mar 21, 2014	$146M	$139M	6	5	n/a	n/a	n/a
2012	Mar 21, 2013	$135M	$117M	6	5	n/a	n/a	n/a
2011	Mar 28, 2012	$108M	$94.4M	n/a	n/a	n/a	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	0

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	$555M	$476M	16.6%	$384M	13.1%	8	8	0	0

Relationships

Registered with (4)

← MATTHEW RAYMOND HUCKINSAdvisorregistration: current employment
Mar 25, 2025 to presentfactForm ADV
← ANDREW JAMES NADEAUAdvisorregistration: current employment
Apr 13, 2022 to presentfactForm ADV
← Racquel Heath TibbettsAdvisorregistration: current employment
Jul 15, 2020 to presentfactForm ADV
← PATRICK BENJAMIN FLOODAdvisorregistration: current employment
Sep 11, 2017 to presentfactForm ADV

Controls (4)

← FLOOD, PATRICK, BENJAMINOwnerMANAGING MEMBER, ownership code B, individual
Jan 31, 2022 to Oct 15, 2024factForm ADV
← Tibbetts, Racquel, HeathOwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code B, individual
Jan 31, 2022 to Oct 15, 2024factForm ADV
← GORHAM BANCORP MHCOwnerOWNER, ownership code D, domestic entity
Jan 31, 2022 to Oct 15, 2024factForm ADV
← GORHAM SAVINGS BANKOwnerPARTNER, ownership code D, domestic entity
Mar 28, 2012 to Oct 15, 2024factForm ADV

Dated events

Occurred
Oct 15, 2024
Control person left
Christopher Michael Moore (Managing Member/Chief Investment Officer) no longer on Schedule A of Bigelow Investment Advisors, Llc (listed 2024-09-03, absent 2024-10-15)
Form ADVobserved 6 days ago
Occurred
Jan 31, 2022
Control person left
Marie Kathryn Dion (Chief Compliance Officer/Managing Member) no longer on Schedule A of Bigelow Investment Advisors, Llc (listed 2021-03-30, absent 2022-01-31)
Form ADVobserved 6 days ago
Occurred
Jan 31, 2022
Control person left
Lloyd Gary Robinson (Ceo) no longer on Schedule A of Bigelow Investment Advisors, Llc (listed 2021-03-30, absent 2022-01-31)
Form ADVobserved 6 days ago
Occurred
Jan 31, 2022
Control person joined
Heath Racquel Tibbetts (Managing Member/Chief Compliance Officer) appeared on Schedule A of Bigelow Investment Advisors, Llc
Form ADVobserved 6 days ago
Occurred
Jan 31, 2022
Control person joined
Christopher Michael Moore (Managing Member/Chief Investment Officer) appeared on Schedule A of Bigelow Investment Advisors, Llc
Form ADVobserved 6 days ago
Occurred
Jan 31, 2022
Control person joined
Benjamin Patrick Flood (Managing Member) appeared on Schedule A of Bigelow Investment Advisors, Llc
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f2f4b5cc-f662-b3f6-ea4d-f0a976c31385
First observed: Mar 28, 2012
Last observed: May 8, 2026 4 months 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.

BIGELOW INVESTMENT ADVISORS, LLC

CRD 143733

PORTLAND, ME

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:f2f4b5cc-f662-b3f6-ea4d-f0a976c31385

Data as of May 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:45 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PATRICK BENJAMIN FLOOD

Certified Financial Planner

Portland, ME

Racquel Heath Tibbetts

Certified Financial Planner

PORTLAND, ME | Portland, ME

n/a

ANDREW JAMES NADEAU

Certified Financial Planner

PORTLAND, ME

MATTHEW RAYMOND HUCKINS

Certified Financial Planner

PORTLAND, ME

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FLOOD, PATRICK, BENJAMIN

MANAGING MEMBER

yes

01/2022

Jan 31, 2022

Oct 15, 2024

GORHAM BANCORP MHC

Owner

yes

08/2008

Jan 31, 2022

Oct 15, 2024

GORHAM SAVINGS BANK

Partner

yes

08/2008

Mar 28, 2012

Oct 15, 2024

Tibbetts, Racquel, Heath

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

01/2022

Jan 31, 2022

Oct 15, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 23, 2026

$555M

$435M

n/a

2024

Apr 1, 2025

$476M

$398M

n/a

2023

Jun 28, 2023

$404M

$340M

n/a

2022

Jun 30, 2022

$384M

$311M

n/a

2021

Jan 31, 2022

$419M

$348M

n/a

2020

Mar 30, 2021

$370M

$308M

n/a

2019

Mar 30, 2020

$357M

$293M

n/a

2018

Mar 28, 2019

$295M

$246M

n/a

2017

Mar 28, 2018

$213M

$200M

n/a

2016

Mar 30, 2017

$194M

$178M

n/a

2015

Mar 30, 2016

$188M

$174M

n/a

2014

Mar 20, 2015

$183M

$169M

n/a

2013

Mar 21, 2014

$146M

$139M

n/a

2012

Mar 21, 2013

$135M

$117M

n/a

2011

Mar 28, 2012

$108M

$94.4M

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

$555M

$476M

16.6%

$384M

13.1%