Lincoln, MA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
U.S. Boston Capital Corporation
Supported
Firm-wide stats for U.S. Boston Capital Corporation
About
U.S. Boston Capital Corporation serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and retirement plans, providing portfolio review and construction, ongoing investment management, financial planning, retirement plan advisory, and strategic business consulting. In addition to advisory services, the firm is a registered broker‑dealer and offers placement and distribution services for private placements and affiliated mutual funds.
The firm emphasizes customized asset allocation and diversified exposure through mutual funds, ETFs, and alternative or private investments, with attention to tax considerations and periodic monitoring and rebalancing. While U.S. Boston develops and reviews investment strategies for clients, it reports that nearly all assets are managed on a non‑discretionary basis, so trades are generally implemented only with client approval.
Distinctive features include its long‑standing broker‑dealer registration and affiliations with other investment advisers that sponsor and manage proprietary funds (Pear Tree Advisors and Pear Tree Partners), as well as its role as distributor and placement agent for those affiliated funds. The firm also manages an amount of assets that is large relative to its single‑advisor structure (over $350 million), a combination of scale, fund‑sponsoring activity, and non‑discretionary account management that is uncommon among similarly supported firms.
Based on U.S. Boston Capital Corporation
Expertise
Based on U.S. Boston Capital Corporation
Location
Lincoln North
Lincoln MA 01773
Advisors at this office
2
Advisors at this office
John M
Series 66
Lincoln, MA
U.S. Boston Capital Corporation
John McClellan is a financial advisor with U.S. Boston Capital Corporation, holding a Series 66 credential and bringing 10 years of industry experience. He has been with U.S. Boston Capital since 2016 and concurrently served as Principal of Pear Tree Partners LP. Mr. McClellan holds multiple board observer roles in technology and biotech companies and serves on the strategic oversight committee for an Opportunity Zone real estate fund. U.S. Boston Capital Corporation provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm focuses on customized asset allocation with diversified exposures, primarily managing assets on a non-discretionary basis, and also engages in distribution and placement of affiliated private funds.
Caleb P
Series 63, Series 66
Lincoln, MA
U.S. Boston Capital Corporation
Caleb Powers is a financial advisor at U.S. Boston Capital Corporation with Series 63 and Series 66 licenses and four years of industry experience. He has worked at multiple firms including Pear Tree Partners LP and Mansfield Sales Partners. Outside of finance, he is involved with Green Banana SEO. U.S. Boston Capital Corporation serves individuals, trusts, estates, charitable organizations, and retirement plans, offering portfolio construction, investment management, financial planning, and strategic business consulting. The firm focuses on customized asset allocation using mutual funds, ETFs, and alternative investments, managing most assets on a non-discretionary basis and maintaining longstanding broker-dealer registration with affiliations to proprietary fund sponsors.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)