# MINOT DEBLOIS ADVISORS LLC

MINOT DEBLOIS ADVISORS LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 140170
- Type: SEC-registered investment adviser
- SEC file number: 801-69950
- Location: ONE FEDERAL STREET, BOSTON, MA, 02110
- Phone: 617-557-7413
- Latest filing: 2026-03-28
- Regulatory AUM: $2.0B
- Discretionary AUM: $152.4M
- Non-discretionary AUM: $1.9B
- Clients: 4
- Accounts: 621

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| Robert G Bannish | CHIEF COMPLIANCE OFFICER AND MANAGER; SHAREHOLDER | — |
| Gregory L Gullickson | PRESIDENT AND MANAGER | — |
| Zachary A Bourque | MANAGER | — |
| Sarah Mains Allen | MANAGER | — |
| Adam Correll Rutledge | MANAGER | Boston, MA |
| Gregory Joseph Murphy | OFFICER, MANAGER AND TAX MATTERS PARTNER | — |
| WALSH JOHN E | CHIEF COMPLIANCE OFFICER AND MANAGER | — |
| MURPHY BRIAN JOSEPH | OFFICER; OFFICER AND MANAGER | — |
| SMITH CATHERINE | VICE PRESIDENT | — |
| BANNISH ROBERT G | CHIEF COMPLIANCE OFFICER AND MANAGER; MANAGER AND ASSISTANT CHIEF COMPLIANCE OFFICER; SHAREHOLDER | — |
| GULLICKSON GREGORY L | PRESIDENT AND MANAGER; SHAREHOLDER | — |
| SMITH ADRIENNE | MANAGER; SHAREHOLDER | — |
| BOURQUE ZACHARY A | MANAGER; MANAGER AND ASSISTANT CHIEF COMPLIANCE OFFICER; MANAGER AND VICE PRESIDENT (+1 more) | — |
| MCQUAID KEVIN T | MANAGER AND TAX MATTERS PARTNER | — |
| ALLEN SARAH MAINS | MANAGER | — |
| Rutledge Adam Correll | MANAGER | — |
| Robert G. Bannish | CHIEF COMPLIANCE OFFICER AND MANAGER; SHAREHOLDER | — |
| Gregory L. Gullickson | PRESIDENT AND MANAGER | — |
| Zachary A. Bourque | MANAGER | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2021-06-02 | regulatory | 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. | Final | $98K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140170/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140170/similar
- Related entities: https://search.stillhousedata.com/firm/140170/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140170

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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.