# J Beaver Investment Advisors Inc

> J Beaver Investment Advisors Inc is a state-registered investment advisory firm in El Paso, TX, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 309157
- Filed as: J BEAVER INVESTMENT ADVISORS INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: El Paso, TX
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309157
- AdvisorCensus page: https://advisorcensus.com/firm/j-beaver-investment-advisors-inc-el-paso-tx-309157

## Quick answers

**How is J Beaver Investment Advisors Inc compensated?**
On its Form ADV (Item 5.E, October 2026), J Beaver Investment Advisors Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is J Beaver Investment Advisors Inc located?**
J Beaver Investment Advisors Inc's principal office is in El Paso, TX, according to its Form ADV.

**Is J Beaver Investment Advisors Inc registered with the SEC or a state?**
J Beaver Investment Advisors Inc is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309157.

**How much does J Beaver Investment Advisors Inc manage?**
J Beaver Investment Advisors Inc reports $73,000,000 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (62% discretionary).

**What types of clients does J Beaver Investment Advisors Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (218); high net worth individuals (15); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Does J Beaver Investment Advisors Inc 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/309157

## 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: $73,000,000
- Discretionary: $45,000,000
- Non-discretionary: $28,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 218 | $24,000,000 |
| High net worth individuals | 15 | $21,000,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $28,000,000 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NM, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. J Beaver Investment Advisors Inc (CRD 309157): Form ADV filing data as of October 2026.