# LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP

LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 107153
- Type: SEC-registered investment adviser
- SEC file number: 801-46976
- Location: 230 CONGRESS STREET, BOSTON, MA, 02110-2437
- Phone: 617-523-6531
- Latest filing: 2026-07-23
- Regulatory AUM: $12.8B
- Discretionary AUM: $12.8B
- Non-discretionary AUM: $34.3M
- Clients: 109
- Accounts: 3,293

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (43)

_Showing 25 of 43 people._

| Name | Role | Location |
| --- | --- | --- |
| Amy Domini Thornton | GENERAL PARTNER | — |
| Gilbert Morgan Roddy | GENERAL PARTNER | — |
| William Bartlett Perkins | GENERAL PARTNER | — |
| Hugh L Warren | GENERAL PARTNER | — |
| Robert Leo Driscoll | GENERAL PARTNER | — |
| Charles-Frederick David Boit | GENERAL PARTNER; GENERAL PARTNER AND PRESIDENT | — |
| Thomas Russell Appleton | GENERAL PARTNER | — |
| Jonathan L Korb | GENERAL COUNSEL | — |
| Wendy Shaw Holding | GENERAL PARTNER | — |
| Amory Loring Logan | GENERAL PARTNER | — |
| Nushin Kormi | GENERAL PARTNER | — |
| David Cuetos Ruano | GENERAL PARTNER | — |
| Charles B Schmidt | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND REGULATORY COUNSEL | Boston, MA |
| Simran Su | GENERAL PARTNER | — |
| COOLIDGE LAWRENCE | GENERAL PARTNER; PARTNER | — |
| LORING PETER B | GENERAL PARTNER; PARTNER | — |
| BALLOU FREDERICK D | GENERAL PARTNER; PARTNER | — |
| DOMINI AMY LEE | PARTNER | — |
| RODDY GILBERT MORGAN | GENERAL PARTNER; PARTNER; PARTNER AND PRESIDENT | — |
| PERKINS WILLIAM BARTLETT | GENERAL PARTNER; GENERAL PARTNER AND CHIEF COMPLIANCE OFFICER; PARTNER (+4 more) | — |
| WARREN HUGH L | GENERAL PARTNER; PARTNER | — |
| PARKER LINDSEY WIELAND | PARTNER | — |
| DRISCOLL ROBERT LEO | GENERAL PARTNER; PARTNER | — |
| BOIT CHARLES-FREDERICK DAVID | GENERAL PARTNER AND PRESIDENT; PARTNER; PARTNER AND PRESIDENT | — |
| APPLETON THOMAS | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107153/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107153/similar
- Related entities: https://search.stillhousedata.com/firm/107153/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107153

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.