{ "crd_number": 135829, "slug": "beutel-goodman-and-company-ltd-toronto-ont-135829", "primary_business_name": "BEUTEL, GOODMAN & COMPANY LTD.", "legal_name": "BEUTEL, GOODMAN & COMPANY LTD.", "dbas": [ "BEUTEL GOODMAN INVESTMENT COUNSEL" ], "city": "Toronto, Ont.", "state": null, "country": "Canada", "cbsa_code": null, "metro": null, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2005-06-14", "years_registered": 21, "period": "2026-10-01", "filing_date": "2026-03-30", "carried_forward": false, "raum_total": 36109000000.0, "raum_discretionary": 29137000000.0, "raum_non_discretionary": 6972000000.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 128, "advisory_employees": 41, "client_count_bucket": null, "clients_by_type": { "other": { "raum": 1274000000.0, "count": 17, "description": "BG MUTUAL FUNDS" }, "charitable": { "raum": 1045000000.0, "count": 34 }, "state_municipal": { "raum": 3457000000.0, "count": 22 }, "insurance_companies": { "raum": 1303000000.0, "count": 9 }, "investment_companies": { "raum": 1255000000.0, "count": 1 }, "pension_profit_sharing": { "raum": 11918500000.0, "count": 155 }, "other_investment_advisers": { "raum": 5725000000.0, "count": 47 }, "high_net_worth_individuals": { "raum": 3159500000.0, "count": 1480 }, "corporations_other_businesses": { "raum": 6972000000.0, "count": 82 } }, "compensation_types": [ "fixed", "percentage_of_aum" ], "advisory_activities": [ "other", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_investment_companies", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": true, "disclosure_yes_count": 0, "states_registered": [], "websites": [ "https://beutelgoodman.com", "https://linkedin.com/company/beutel-goodman" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/135829", "city_as_filed": "TORONTO, ONT.", "url": "https://advisorcensus.com/firm/beutel-goodman-and-company-ltd-toronto-ont-135829", "display_name": "Beutel, Goodman & Company Ltd.", "summary": "Beutel, Goodman & Company Ltd. is an SEC-registered investment advisory firm in Toronto, Ont., Canada, registered since 2005, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.", "citation": "AdvisorCensus. Beutel, Goodman & Company Ltd. (CRD 135829): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for investment companies (and business development companies)", "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients", "Other" ], "quick_answers": [ { "q": "How is Beutel, Goodman & Company Ltd. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Beutel, Goodman & Company Ltd. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Beutel, Goodman & Company Ltd. located?", "a": "Beutel, Goodman & Company Ltd.'s principal office is in Toronto, Ont., Canada, according to its Form ADV." }, { "q": "Is Beutel, Goodman & Company Ltd. registered with the SEC or a state?", "a": "Beutel, Goodman & Company Ltd. is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 135829." }, { "q": "How much does Beutel, Goodman & Company Ltd. manage?", "a": "Beutel, Goodman & Company Ltd. reports $36,109,000,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (81% discretionary)." }, { "q": "How have Beutel, Goodman & Company Ltd.'s assets and staff changed since 2021?", "a": "In the Form ADV data for Beutel, Goodman & Company Ltd.: Regulatory assets under management: $32,468,000,000 in the October 2021 data and $36,109,000,000 in the October 2026 data, up 11%. Total employees: 94 in October 2021 and 128 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Beutel, Goodman & Company Ltd. serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (1,480); pension and profit sharing plans (but not the plan participants or government pension plans) (155); corporations or other businesses not listed above (82)." }, { "q": "Which custodians does Beutel, Goodman & Company Ltd. use?", "a": "Beutel, Goodman & Company Ltd.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists CIBC Mellon and RBC Royal Bank as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Beutel, Goodman & Company Ltd. report any disciplinary disclosures?", "a": "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/135829" }, { "q": "What changed in Beutel, Goodman & Company Ltd.'s recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 36 to 41." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 32468000000.0, "total_employees": 94, "filing_date": "2021-03-31" }, { "period": "2022-10-01", "regulatory_assets_under_management": 36453000000.0, "total_employees": 98, "filing_date": "2022-03-29" }, { "period": "2023-10-01", "regulatory_assets_under_management": 32181000000.0, "total_employees": 110, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 35879000000.0, "total_employees": 117, "filing_date": "2024-03-27" }, { "period": "2025-10-01", "regulatory_assets_under_management": 36295000000.0, "total_employees": 123, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 36109000000.0, "total_employees": 128, "filing_date": "2026-03-30" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 36 to 41." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "CIBC Mellon", "name_as_filed": "CIBC MELLON", "affiliated": false }, { "name": "RBC Royal Bank", "name_as_filed": "RBC ROYAL BANK", "affiliated": false } ], "custodians_note": "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.", "markdown_url": "https://advisorcensus.com/firm/beutel-goodman-and-company-ltd-toronto-ont-135829.md", "clients": [ { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 1480, "fewer_than_5": false, "raum": 3159500000.0 }, { "type": "investment_companies", "label": "Investment companies", "count": 1, "fewer_than_5": false, "raum": 1255000000.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 155, "fewer_than_5": false, "raum": 11918500000.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 34, "fewer_than_5": false, "raum": 1045000000.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 22, "fewer_than_5": false, "raum": 3457000000.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": 47, "fewer_than_5": false, "raum": 5725000000.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 9, "fewer_than_5": false, "raum": 1303000000.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 82, "fewer_than_5": false, "raum": 6972000000.0 }, { "type": "other", "label": "Other", "count": 17, "fewer_than_5": false, "raum": 1274000000.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/135829", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }