# Beta Management Consulting

> Beta Management Consulting is a state-registered investment advisory firm in Houston, TX, registered since 1994, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 131633
- Filed as: BETA MANAGEMENT CONSULTING
- Legal name: Errol Martin
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/131633
- AdvisorCensus page: https://advisorcensus.com/firm/beta-management-consulting-houston-tx-131633

## Quick answers

**How is Beta Management Consulting compensated?**
On its Form ADV (Item 5.E, October 2026), Beta Management Consulting reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Beta Management Consulting located?**
Beta Management Consulting's principal office is in Houston, TX, according to its Form ADV.

**Is Beta Management Consulting registered with the SEC or a state?**
Beta Management Consulting is a state-registered investment advisory firm, registered since 1994. Status as filed: APPROVED. CRD 131633.

**How much does Beta Management Consulting manage?**
Beta Management Consulting reports $29,366,396 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (0% discretionary).

**What types of clients does Beta Management Consulting serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (29).

**Does Beta Management Consulting 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/131633

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $29,366,396
- Discretionary: $0
- Non-discretionary: $29,366,396

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $29,366,396 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1994 (32 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beta Management Consulting (CRD 131633): Form ADV filing data as of October 2026.
