# Beaumont Financial Partners

> Beaumont Financial Partners is an SEC-registered investment advisory firm in Needham, MA, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 322925
- Filed as: BEAUMONT FINANCIAL PARTNERS
- Legal name: Beaumont Financial Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Needham, MA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/322925
- AdvisorCensus page: https://advisorcensus.com/firm/beaumont-financial-partners-needham-ma-322925

## Quick answers

**How is Beaumont Financial Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Beaumont Financial Partners 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.

**Where is Beaumont Financial Partners located?**
Beaumont Financial Partners' principal office is in Needham, MA, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Beaumont Financial Partners registered with the SEC or a state?**
Beaumont Financial Partners is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322925.

**How much does Beaumont Financial Partners manage?**
Beaumont Financial Partners reports $3,758,573,501 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (73% discretionary).

**How have Beaumont Financial Partners' assets and staff changed since 2023?**
In the Form ADV data for Beaumont Financial Partners: Regulatory assets under management: $2,726,496,078 in the October 2023 data and $3,758,573,501 in the October 2026 data, up 38%. Total employees: 25 in October 2023 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Beaumont Financial Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,553); high net worth individuals (345); charitable organizations (6).

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

**Does Beaumont Financial Partners 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/322925

**What changed in Beaumont Financial Partners' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 14 to 15. Regulatory assets under management went from $3,377,274,255 to $3,758,573,501 (+11%). Added an office in The Woodlands, TX. Added an office in Washington, DC. Registered or notice-filed in AL, NV, OR, WV. Updated its list of owners and control persons (Schedule A).

## 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))
- Fidelity

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: $3,758,573,501
- Discretionary: $2,737,078,719
- Non-discretionary: $1,021,494,782

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,553 | $1,360,302,318 |
| High net worth individuals | 345 | $1,482,920,430 |
| Charitable organizations | 6 | $36,955,297 |
| Corporations or other businesses not listed above | 6 | $878,395,456 |

### 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
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2022 (3 years)
- Employees: 24 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Irving, TX
- The Woodlands, TX
- Washington, DC

### Websites listed on Form ADV (Item 1.I)
- bfpartners.com
- focusfinancialpartners.com
- LinkedIn @4991569
- LinkedIn @focus-financial-partners
- X @focusfinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $2,726,496,078 | 25 | September 15, 2023 |
| October 2024 | $2,960,441,587 | 23 | August 26, 2024 |
| October 2025 | $3,377,274,255 | 23 | March 27, 2025 |
| October 2026 | $3,758,573,501 | 24 | March 24, 2026 |

Regulatory assets under management: $2,726,496,078 in the October 2023 data and $3,758,573,501 in the October 2026 data, up 38%.
Total employees: 25 in October 2023 and 24 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 14 to 15.
- Regulatory assets under management went from $3,377,274,255 to $3,758,573,501 (+11%).
- Added an office in The Woodlands, TX.
- Added an office in Washington, DC.
- Registered or notice-filed in AL, NV, OR, WV.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beaumont Financial Partners (CRD 322925): Form ADV filing data as of October 2026.