# Beauport Financial Services, LLC

> Beauport Financial Services, LLC is a state-registered investment advisory firm in Gloucester, MA, registered since 2004, with no regulatory assets under management reported in its Form ADV filing dated June 3, 2026.

- CRD: 129996
- Filed as: BEAUPORT FINANCIAL SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Gloucester, MA
- Filing period: October 2026
- Form ADV filing dated: June 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/129996
- AdvisorCensus page: https://advisorcensus.com/firm/beauport-financial-services-llc-gloucester-ma-129996

## Quick answers

**How is Beauport Financial Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Beauport Financial Services, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); commissions.

**Where is Beauport Financial Services, LLC located?**
Beauport Financial Services, LLC's principal office is in Gloucester, MA, according to its Form ADV.

**Is Beauport Financial Services, LLC registered with the SEC or a state?**
Beauport Financial Services, LLC is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 129996.

**Does Beauport Financial Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/129996

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2004 (22 years)
- Employees: 7 total, 5 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)
- beauportfinancial.com
- LinkedIn @beauport-financial-services-llc-

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beauport Financial Services, LLC (CRD 129996): Form ADV filing data as of October 2026.