Hedge Fund Database

BIGELOW INVESTMENT ADVISORS, LLC

Adviser information for BIGELOW INVESTMENT ADVISORS, LLC last updated from Form ADV on October 25th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End MARCH
Legal Location Maine, United States

Employees

Total Number of Employees 8
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 4
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 817 $340.3M
Non-Discretionary 27 $63.4M
Total 844 $403.7M

Clients

Type Number RAUM
Individuals 218 $80.7M
HNW Individuals 104 $229.2M
Banking or thrift institutions <5 $246,552
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 15 $73.9M
Charitable organizations 9 $15.1M
State or municipal gov entities 0 $0
Other investment advisers <5 $65,023
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 5 $4.5M
Other 0 $0
Type Number
No. of Non-RAUM Clients 10
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-67875
SEC ERA File Number 801-67875
SEC CIK Numbers 1729516
SEC CRD Numbers 143733
Legal Entity Identifier None

Principal Office

4 MOULTON STREET
PORTLAND
ME
United States
Monday - Friday, 8:30 TO 4:30
Tel: 207-772-2900, Fax: 207-772-2906

Websites

www.bigelowadvisors.com www.linkedin.com/company/bigelow-investment-advisors-llc/

Chief Compliance Officer

RACQUEL HEATH TIBBETTS
4 MOULTON STREET
PORTLAND
ME
United States
Tel: 207-772-2900
Fax: 207-772-2906
(Full email address available in API data)

Regulatory Contact

EVA V. ALBANO
RELATIONSHIP OFFICER
4 MOULTON STREET
PORTLAND
ME
United States
Tel: 207-772-2900
Fax: 207-772-2906
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
GORHAM SAVINGS BANK Domestic Entity – PARTNER 08/2008 50-75%
Tibbetts, Racquel, Heath Individual – MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 01/2022 10-25%
MOORE, MICHAEL, CHRISTOPHER Individual – MANAGING MEMBER/CHIEF INVESTMENT OFFICER 01/2022 10-25%
FLOOD, PATRICK, BENJAMIN Individual – MANAGING MEMBER 01/2022 10-25%
GORHAM BANCORP MHC Domestic Entity GORHAM SAVINGS BANK OWNER 08/2008 50-75%

No. Employees, Historic

10502019202020212022202320246 on 12/2/20195 on 3/30/20205 on 6/30/20205 on 3/30/20215 on 1/31/20225 on 1/31/20225 on 2/10/20225 on 4/25/20226 on 6/30/20226 on 9/14/20225 on 10/12/20225 on 12/6/20225 on 6/28/20234 on 8/14/20234 on 10/17/20238 on 10/25/2023

RAUM, Historic

500M250M0201920202021202220232024294728552 on 12/2/2019357301409 on 3/30/2020357301409 on 6/30/2020369838579 on 3/30/2021419377895 on 1/31/2022419377895 on 1/31/2022419377895 on 2/10/2022419377895 on 4/25/2022383895357 on 6/30/2022383895357 on 9/14/2022383895357 on 10/12/2022383895357 on 12/6/2022403705773 on 6/28/2023403705773 on 8/14/2023403705773 on 10/17/2023403705773 on 10/25/2023

No. Clients, Historic

5002500201920202021202220232024432 on 12/2/2019433 on 3/30/2020433 on 6/30/2020438 on 3/30/2021450 on 1/31/2022450 on 1/31/2022450 on 2/10/2022450 on 4/25/2022347 on 6/30/2022347 on 9/14/2022347 on 10/12/2022347 on 12/6/2022353 on 6/28/2023353 on 8/14/2023353 on 10/17/2023353 on 10/25/2023

Holdings

From latest 13F, filed August 8th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3M CO COM 245K 2K –
ABBOTT LABS COM 205K 2K –
ADOBE INC COM 592K 1K –
ADVANCED MICRO DEVICES INC COM 517K 3K –
ALPHABET INC CAP STK CL A 3M 15K –
ALPHABET INC CAP STK CL C 2M 13K –
AMAZON COM INC COM 2M 11K –
AMERICAN EXPRESS CO COM 2M 10K –
ANALOG DEVICES INC COM 281K 1K –
APPLE INC COM 6M 28K –
APPLIED MATLS INC COM 835K 4K –
ARISTA NETWORKS INC COM 733K 2K –
AUTODESK INC COM 332K 1K –
BANK AMERICA CORP COM 833K 21K –
BECTON DICKINSON & CO COM 758K 3K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 827K 2K –
BLACKSTONE INC COM 448K 4K –
BOOKING HOLDINGS INC COM 376K 95 –
CATERPILLAR INC COM 515K 2K –
CHEVRON CORP NEW COM 280K 2K –
CISCO SYS INC COM 1M 29K –
CLOROX CO DEL COM 248K 2K –
CME GROUP INC COM 564K 3K –
COLGATE PALMOLIVE CO COM 859K 9K –
COMCAST CORP NEW CL A 281K 7K –
COSTCO WHSL CORP NEW COM 665K 782 –
CSX CORP COM 629K 19K –
DANAHER CORPORATION COM 1M 6K –
DEERE & CO COM 530K 1K –
DISNEY WALT CO COM 1M 15K –
DUKE ENERGY CORP NEW COM NEW 670K 7K –
EATON CORP PLC SHS 952K 3K –
ECOLAB INC COM 1M 5K –
ELECTRONIC ARTS INC COM 413K 3K –
ELEVANCE HEALTH INC COM 386K 713 –
EXXON MOBIL CORP COM 2M 14K –
FEDEX CORP COM 761K 3K –
FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 359K 11K –
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 2M 34K –
FISERV INC COM 220K 1K –
FORD MTR CO DEL COM 278K 22K –
GARMIN LTD SHS 1M 8K –
GENERAL DYNAMICS CORP COM 1M 5K –
GILEAD SCIENCES INC COM 353K 5K –
HOME DEPOT INC COM 1M 4K –
HONEYWELL INTL INC COM 485K 2K –
IDEXX LABS INC COM 753K 2K –
ILLINOIS TOOL WKS INC COM 260K 1K –
INTERNATIONAL BUSINESS MACHS COM 426K 2K –
INTUIT COM 477K 726 –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 1M 7K –
ISHARES GOLD TR ISHARES NEW 4M 96K –
ISHARES INC CORE MSCI EMKT 896K 17K –
ISHARES INC MSCI EMRG CHN 974K 16K –
ISHARES INC ESG AWR MSCI EM 229K 7K –
ISHARES TR 3 7 YR TREAS BD 355K 3K –
ISHARES TR CONV BD ETF 378K 5K –
ISHARES TR CORE MSCI EAFE 3M 42K –
ISHARES TR RUSSELL 2000 ETF 630K 3K –
ISHARES TR CORE S&P500 ETF 13M 24K –
ISHARES TR FLTG RATE NT ETF 2M 46K –
ISHARES TR MSCI EAFE ETF 266K 3K –
ISHARES TR HDG MSCI EAFE 2M 46K –
ISHARES TR CORE S&P SCP ETF 5M 49K –
ISHARES TR ISHS 1-5YR INVS 2M 49K –
ISHARES TR CORE US AGGBD ET 2M 22K –
ISHARES TR RUS 1000 ETF 281K 945 –
ISHARES TR CORE S&P MCP ETF 6M 99K –
ISHARES TR A RATE CP BD ETF 1M 22K –
ISHARES TR ESG AWRE 1 5 YR 277K 11K –
ISHARES TR ESG AWRE USD ETF 203K 9K –
ISHARES TR TRS FLT RT BD 599K 12K –
ISHARES TR GNMA BOND ETF 3M 72K –
ISHARES TR TIPS BD ETF 900K 8K –
ISHARES TR MSCI KLD400 SOC 872K 8K –
ISHARES TR ESG AWR MSCI USA 964K 8K –
ISHARES TR NATIONAL MUN ETF 812K 8K –
ISHARES TR CORE INTL AGGR 674K 14K –
ISHARES TR ISHS 5-10YR INVT 2M 30K –
ISHARES TR MBS ETF 636K 7K –
ISHARES TR ISHARES BIOTECH 946K 7K –
ISHARES TR MSCI USA ESG SLC 2M 14K –
ISHARES TR RUS 1000 GRW ETF 350K 960 –
ISHARES TR U.S. FINLS ETF 636K 7K –
ISHARES TR BROAD USD HIGH 216K 6K –
ISHARES TR ESG AW MSCI EAFE 477K 6K –
ISHARES TR INTRM GOV CR ETF 628K 6K –
JOHNSON & JOHNSON COM 3M 18K –
JPMORGAN CHASE & CO. COM 2M 11K –
LOWES COS INC COM 933K 4K –
MARATHON PETE CORP COM 278K 2K –
MASTERCARD INCORPORATED CL A 851K 2K –
MCCORMICK & CO INC COM NON VTG 500K 7K –
MCDONALDS CORP COM 363K 1K –
MEDTRONIC PLC SHS 1M 16K –
MERCK & CO INC COM 2M 14K –
META PLATFORMS INC CL A 749K 1K –
MICROSOFT CORP COM 5M 12K –
NETFLIX INC COM 645K 956 –
NEXTERA ENERGY INC COM 2M 23K –
NIKE INC CL B 869K 12K –
NORFOLK SOUTHN CORP COM 459K 2K –
NOVO-NORDISK A S ADR 286K 2K –
NVIDIA CORPORATION COM 3M 27K –
ORACLE CORP COM 1M 9K –
PALO ALTO NETWORKS INC COM 243K 717 –
PAYPAL HLDGS INC COM 593K 10K –
PEPSICO INC COM 2M 11K –
PFIZER INC COM 861K 31K –
PROCTER AND GAMBLE CO COM 2M 12K –
ROLLINS INC COM 1M 26K –
RTX CORPORATION COM 2M 19K –
SALESFORCE INC COM 483K 2K –
SCHWAB STRATEGIC TR INTL EQTY ETF 424K 11K –
SCHWAB STRATEGIC TR US LCAP GR ETF 4M 39K –
SCHWAB STRATEGIC TR US SML CAP ETF 544K 11K –
SCHWAB STRATEGIC TR SHT TM US TRES 2M 43K –
SCHWAB STRATEGIC TR US REIT ETF 566K 28K –
SCHWAB STRATEGIC TR US TIPS ETF 1M 21K –
SCHWAB STRATEGIC TR US MID-CAP ETF 973K 12K –
SCHWAB STRATEGIC TR US AGGREGATE B 1M 29K –
SCHWAB STRATEGIC TR US BRD MKT ETF 2M 36K –
SCHWAB STRATEGIC TR US LCAP VA ETF 1M 16K –
SCHWAB STRATEGIC TR US LRG CAP ETF 6M 93K –
SOUTHERN COPPER CORP COM 671K 6K –
SPDR GOLD TR GOLD SHS 336K 2K –
SPDR S&P 500 ETF TR TR UNIT 14M 25K –
SPDR SER TR BBG CONV SEC ETF 391K 5K –
STARBUCKS CORP COM 812K 10K –
SYSCO CORP COM 358K 5K –
TEXAS INSTRS INC COM 1M 7K –
THERMO FISHER SCIENTIFIC INC COM 1M 2K –
TJX COS INC NEW COM 1M 13K –
TRANE TECHNOLOGIES PLC SHS 368K 1K –
UNITED PARCEL SERVICE INC CL B 1M 8K –
UNITEDHEALTH GROUP INC COM 3M 5K –
VANGUARD INDEX FDS TOTAL STK MKT 225K 840 –
VANGUARD INDEX FDS S&P 500 ETF SHS 634K 1K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 1M 27K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 368K 5K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 2M 20K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 10M 52K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 2M 39K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 1M 10K –
VANGUARD WORLD FD HEALTH CAR ETF 1M 6K –
VANGUARD WORLD FD FINANCIALS ETF 596K 6K –
VANGUARD WORLD FD UTILITIES ETF 689K 5K –
VANGUARD WORLD FD COMM SRVC ETF 591K 4K –
VANGUARD WORLD FD INF TECH ETF 451K 782 –
VERIZON COMMUNICATIONS INC COM 448K 11K –
VISA INC COM CL A 1M 4K –
WISDOMTREE TR US QTLY DIV GRT 292K 4K –