# Beaumont Asset Management, LLC

> Beaumont Asset Management, LLC is an SEC-registered investment advisory firm in Beaumont, TX, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 26, 2026.

- CRD: 150407
- Filed as: BEAUMONT ASSET MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Beaumont, TX
- Filing period: October 2026
- Form ADV filing dated: June 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/150407
- AdvisorCensus page: https://advisorcensus.com/firm/beaumont-asset-management-llc-beaumont-tx-150407

## Quick answers

**How is Beaumont Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Beaumont Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Beaumont Asset Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 5, 2026 states: Flat fee: up to $5,000 (financial planning and consulting services); Hourly rate: $250 an hour (services actually rendered prior to such termination). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Beaumont Asset Management, LLC located?**
Beaumont Asset Management, LLC's principal office is in Beaumont, TX, according to its Form ADV.

**Is Beaumont Asset Management, LLC registered with the SEC or a state?**
Beaumont Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 150407.

**How much does Beaumont Asset Management, LLC manage?**
Beaumont Asset Management, LLC reports $365,197,944 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (100% discretionary).

**How have Beaumont Asset Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Beaumont Asset Management, LLC: Regulatory assets under management: $264,157,199 in the October 2021 data and $365,197,944 in the October 2026 data, up 38%. Total employees: 2 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Beaumont Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (130); high net worth individuals (80); charitable organizations (4).

**Which custodians does Beaumont Asset Management, LLC use?**
Beaumont Asset Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Beaumont Asset Management, 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/150407

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 5, 2026)

- Flat fee: up to $5,000 (financial planning and consulting services)

> We charge a fixed fee ranging up to $5,000 for financial planning and consulting services.

- Hourly rate: $250 an hour (services actually rendered prior to such termination)

> not to exceed six (6) hours of assessed time at an hourly rate up to $250 per hour.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $365,197,944
- Discretionary: $365,197,944
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 130 | $49,838,348 |
| High net worth individuals | 80 | $294,719,910 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,924,078 |
| Charitable organizations | 4 | $9,390,739 |
| Corporations or other businesses not listed above | 4 | $9,324,869 |

### 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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- beaumontasset.com
- Facebook @BeaumontAssetManagement
- LinkedIn @beaumont-asset-management-l-l-c

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $264,157,199 | 2 | February 18, 2021 |
| October 2022 | $310,459,220 | 3 | March 7, 2022 |
| October 2023 | $261,520,212 | 3 | September 20, 2023 |
| October 2024 | $308,093,748 | 3 | September 17, 2024 |
| October 2025 | $349,799,950 | 4 | March 21, 2025 |
| October 2026 | $365,197,944 | 4 | June 26, 2026 |

Regulatory assets under management: $264,157,199 in the October 2021 data and $365,197,944 in the October 2026 data, up 38%.
Total employees: 2 in October 2021 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beaumont Asset Management, LLC (CRD 150407): Form ADV filing data as of October 2026.