# Beirne.

> Beirne. is an SEC-registered investment advisory firm in Darien, CT, registered since 2013, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 17, 2026.

- CRD: 167103
- Filed as: BEIRNE.
- Legal name: Beirne Wealth Consulting Services, LLC
- Also doing business as: BEIRNE, BEIRNE GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Darien, CT
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167103
- AdvisorCensus page: https://advisorcensus.com/firm/beirne-darien-ct-167103

## Quick answers

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

**Where is Beirne. located?**
Beirne.'s principal office is in Darien, CT, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Beirne. registered with the SEC or a state?**
Beirne. is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 167103.

**How much does Beirne. manage?**
Beirne. reports $2,259,001,736 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (30% discretionary).

**How have Beirne.'s assets and staff changed since 2021?**
In the Form ADV data for Beirne.: Regulatory assets under management: $1,895,174,449 in the October 2021 data and $2,259,001,736 in the October 2026 data, up 19%. Total employees: 11 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Beirne. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (330); high net worth individuals (105); state or municipal government entities (including government pension plans) (28).

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

**Does Beirne. 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/167103

**What changed in Beirne.'s recent Form ADV filings?**
In the September 2026 filing data: Added an office in North Haven, CT.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- National Financial 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: $2,259,001,736
- Discretionary: $676,557,782
- Non-discretionary: $1,582,443,954

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 330 | $71,972,797 |
| High net worth individuals | 105 | $189,525,956 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,664,582 |
| Charitable organizations | Fewer than 5 | $6,892,720 |
| State or municipal government entities (including government pension plans) | 28 | $1,924,997,362 |
| Corporations or other businesses not listed above | 10 | $62,948,319 |

### 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)

### Firm details
- Registered since: 2013 (13 years)
- Employees: 9 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CT, FL, NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Center Valley, PA
- North Haven, CT

### Websites listed on Form ADV (Item 1.I)
- beirnegroup.com
- Facebook @BEIRNEGROUP
- Facebook @womenonwealth1
- Instagram @beirne_group
- Instagram @womenonwealth
- LinkedIn @beirne
- TikTok @beirnegroup
- X @BeirneGroup
- YouTube @UClDpzmnVPcMyrcJLlAhXeDg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,895,174,449 | 11 | March 25, 2021 |
| October 2022 | $2,196,428,199 | 11 | June 7, 2022 |
| October 2023 | $1,897,104,692 | 11 | August 25, 2023 |
| October 2024 | $1,135,235,910 | 10 | March 28, 2024 |
| October 2025 | $1,199,023,633 | 10 | March 25, 2025 |
| October 2026 | $2,259,001,736 | 9 | August 17, 2026 |

Regulatory assets under management: $1,895,174,449 in the October 2021 data and $2,259,001,736 in the October 2026 data, up 19%.
Total employees: 11 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Added an office in North Haven, CT.

### August 2026
- Regulatory assets under management went from $1,370,836,578 to $2,259,001,736 (+65%).

### April 2026
- Employees performing advisory functions went from 6 to 5.
- Regulatory assets under management went from $1,199,023,633 to $1,370,836,578 (+14%).

### January 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beirne. (CRD 167103): Form ADV filing data as of October 2026.