{
  "crd_number": 336355,
  "slug": "beau-morgan-advisors-336355",
  "primary_business_name": "BEAU MORGAN ADVISORS",
  "legal_name": "BEAU VENTURES, LLC",
  "dbas": [
    "BEAU MORGAN ADVISORS"
  ],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-05-19",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 792715306.0,
  "raum_discretionary": 83136.0,
  "raum_non_discretionary": 792632170.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 792632170.0,
      "count": 1,
      "fewer_than_5": true
    },
    "corporations_other_businesses": {
      "raum": 83136.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "subscription"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY",
    "TN"
  ],
  "websites": [
    "https://beaumorgan.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/336355",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/beau-morgan-advisors-336355",
  "display_name": "Beau Morgan Advisors",
  "summary": "Beau Morgan Advisors is an SEC-registered investment advisory firm, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Beau Morgan Advisors (CRD 336355): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Subscription fees (for a newsletter or periodical)",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Publication of periodicals or newsletters"
  ],
  "quick_answers": [
    {
      "q": "How is Beau Morgan Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Beau Morgan Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees)."
    },
    {
      "q": "Is Beau Morgan Advisors registered with the SEC or a state?",
      "a": "Beau Morgan Advisors is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336355."
    },
    {
      "q": "How much does Beau Morgan Advisors manage?",
      "a": "Beau Morgan Advisors reports $792,715,306 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (0% discretionary)."
    },
    {
      "q": "How have Beau Morgan Advisors' assets and staff changed since 2025?",
      "a": "In the Form ADV data for Beau Morgan Advisors: Regulatory assets under management: $0 in the October 2025 data and $792,715,306 in the October 2026 data. Total employees: 2 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Beau Morgan Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (1); corporations or other businesses not listed above (1)."
    },
    {
      "q": "Which custodians does Beau Morgan Advisors use?",
      "a": "Beau Morgan Advisors' 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."
    },
    {
      "q": "Does Beau Morgan Advisors 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/336355"
    },
    {
      "q": "Does Beau Morgan Advisors state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 says: \"We do not have a minimum account size for our asset management services.\""
    },
    {
      "q": "What changed in Beau Morgan Advisors' recent Form ADV filings?",
      "a": "In the December 2025 filing data: Regulatory assets under management went from $0 to $753,443,614."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 2,
      "filing_date": "2025-07-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 792715306.0,
      "total_employees": 3,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Regulatory assets under management went from $0 to $753,443,614."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not have a minimum account size for our asset management services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "We do not have a minimum account size for our asset management services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "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/beau-morgan-advisors-336355.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1,
      "fewer_than_5": true,
      "raum": 792632170.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 83136.0
    }
  ],
  "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/336355",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}