# Beantown Financial Advisors LLC

> Beantown Financial Advisors LLC is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 23, 2026.

- CRD: 134637
- Filed as: BEANTOWN FINANCIAL ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: January 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/134637
- AdvisorCensus page: https://advisorcensus.com/firm/beantown-financial-advisors-llc-134637

## Quick answers

**How is Beantown Financial Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Beantown Financial Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Beantown Financial Advisors LLC registered with the SEC or a state?**
Beantown Financial Advisors LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 134637.

**How much does Beantown Financial Advisors LLC manage?**
Beantown Financial Advisors LLC reports $158,400,000 in regulatory assets under management in its Form ADV filing dated January 23, 2026 (100% discretionary).

**How have Beantown Financial Advisors LLC's assets and staff changed since 2025?**
In the Form ADV data for Beantown Financial Advisors LLC: Regulatory assets under management: $137,000,000 in the October 2025 data and $158,400,000 in the October 2026 data, up 16%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Beantown Financial Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (43); individuals (other than high net worth individuals) (20).

**Which custodians does Beantown Financial Advisors LLC use?**
Beantown Financial Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Beantown Financial Advisors LLC report any disciplinary disclosures?**
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/134637

**What changed in Beantown Financial Advisors LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $137,000,000 to $158,400,000 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $158,400,000
- Discretionary: $158,400,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $14,749,000 |
| High net worth individuals | 43 | $143,651,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- beantownfinancial.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $137,000,000 | 1 | February 4, 2025 |
| October 2026 | $158,400,000 | 1 | January 23, 2026 |

Regulatory assets under management: $137,000,000 in the October 2025 data and $158,400,000 in the October 2026 data, up 16%.
Total employees: 1 in October 2025 and 1 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $137,000,000 to $158,400,000 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beantown Financial Advisors LLC (CRD 134637): Form ADV filing data as of October 2026.