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HANSON & DOREMUS INVESTMENT MANAGEMENT

BURLINGTON, VT · CRD 108045 · IAPD ↗ · hansondoremus.com · 802-658-2668

$1.06BRegulatory AUM
10Advisory reps
14Employees
0Clients
251-500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2026 — HANSON & DOREMUS INVESTMENT MANAGEMENT notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
March 2026 — HANSON & DOREMUS INVESTMENT MANAGEMENT crossed $1B in regulatory AUM ($849.6M -> $1.06B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
June 2025 — HANSON & DOREMUS INVESTMENT MANAGEMENT notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — HANSON & DOREMUS INVESTMENT MANAGEMENT notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — HANSON & DOREMUS INVESTMENT MANAGEMENT added office(s): 0 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2024 — HANSON & DOREMUS INVESTMENT MANAGEMENT reports 251-500 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
72
April 2024 — HANSON & DOREMUS INVESTMENT MANAGEMENT grew from 7 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
February 2024 — HANSON & DOREMUS INVESTMENT MANAGEMENT notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.