# Beau Morgan Advisors

> 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.

- CRD: 336355
- Filed as: BEAU MORGAN ADVISORS
- Legal name: Beau Ventures, LLC
- Also doing business as: BEAU MORGAN ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336355
- AdvisorCensus page: https://advisorcensus.com/firm/beau-morgan-advisors-336355

## Quick answers

**How is Beau Morgan Advisors compensated?**
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).

**Is Beau Morgan Advisors registered with the SEC or a state?**
Beau Morgan Advisors is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336355.

**How much does Beau Morgan Advisors manage?**
Beau Morgan Advisors reports $792,715,306 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (0% discretionary).

**How have Beau Morgan Advisors' assets and staff changed since 2025?**
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.

**What types of clients does Beau Morgan Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (1); corporations or other businesses not listed above (1).

**Which custodians does Beau Morgan Advisors use?**
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.

**Does Beau Morgan Advisors 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/336355

**Does Beau Morgan Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "We do not have a minimum account size for our asset management services."

**What changed in Beau Morgan Advisors' recent Form ADV filings?**
In the December 2025 filing data: Regulatory assets under management went from $0 to $753,443,614.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: None

> We do not have a minimum account size for our asset management services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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: $792,715,306
- Discretionary: $83,136
- Non-discretionary: $792,632,170

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 1 | $792,632,170 |
| Corporations or other businesses not listed above | 1 | $83,136 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: NY, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 2 | July 10, 2025 |
| October 2026 | $792,715,306 | 3 | March 27, 2026 |

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.

## Changes in the filing (last 12 months)

### December 2025
- Regulatory assets under management went from $0 to $753,443,614.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beau Morgan Advisors (CRD 336355): Form ADV filing data as of October 2026.