{
  "crd_number": 291957,
  "slug": "beanstox-montreal-quebec-291957",
  "primary_business_name": "BEANSTOX",
  "legal_name": "BEANSTOX INC.",
  "dbas": [],
  "city": "Montreal, Quebec",
  "state": null,
  "country": "Canada",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-04-18",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-08-06",
  "carried_forward": false,
  "raum_total": 14884663.0,
  "raum_discretionary": 14884663.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 7,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 14884663.0,
      "count": 10048
    }
  },
  "compensation_types": [
    "fixed",
    "subscription"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://beanstox.com",
    "https://facebook.com/beanstox",
    "https://instagram.com/beanstox",
    "https://linkedin.com/company/beanstox",
    "https://x.com/beanstox",
    "https://youtube.com/c/BeanstoxInc/featured"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/291957",
  "city_as_filed": "MONTREAL, QUEBEC",
  "url": "https://advisorcensus.com/firm/beanstox-montreal-quebec-291957",
  "display_name": "Beanstox",
  "summary": "Beanstox is an SEC-registered investment advisory firm in Montreal, Quebec, Canada, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 6, 2026.",
  "citation": "AdvisorCensus. Beanstox (CRD 291957): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Subscription fees (for a newsletter or periodical)",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Beanstox compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Beanstox reports these compensation arrangements: subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Beanstox located?",
      "a": "Beanstox's principal office is in Montreal, Quebec, Canada, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Beanstox registered with the SEC or a state?",
      "a": "Beanstox is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 291957."
    },
    {
      "q": "How much does Beanstox manage?",
      "a": "Beanstox reports $14,884,663 in regulatory assets under management in its Form ADV filing dated August 6, 2026 (100% discretionary)."
    },
    {
      "q": "How have Beanstox's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Beanstox: Regulatory assets under management: $2,589,692 in the October 2021 data and $14,884,663 in the October 2026 data, up 475%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Beanstox serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10,048)."
    },
    {
      "q": "Which custodians does Beanstox use?",
      "a": "Beanstox's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists DTCC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Beanstox report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/291957"
    },
    {
      "q": "What changed in Beanstox's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $8,687,323 to $14,884,663 (+71%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2589692.0,
      "total_employees": 7,
      "filing_date": "2021-07-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 5097787.0,
      "total_employees": 10,
      "filing_date": "2022-06-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 5331344.0,
      "total_employees": 8,
      "filing_date": "2023-08-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 6431300.0,
      "total_employees": 8,
      "filing_date": "2024-09-03"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 8687323.0,
      "total_employees": 9,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 14884663.0,
      "total_employees": 7,
      "filing_date": "2026-08-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $8,687,323 to $14,884,663 (+71%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "DTCC",
      "name_as_filed": "DTCC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/beanstox-montreal-quebec-291957.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 10048,
      "fewer_than_5": false,
      "raum": 14884663.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/291957",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}