Beaton Management Co Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Haverhill, MA. Its latest Form ADV filing, dated March 31, 2026, reports $446M in regulatory assets under management, 3 employees, and 156 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.9% of total clients.
Top client categories% of clientsClients
1
Individuals
73.9%
113
2
Charitable
17.0%
26
3
HNWI
9.2%
14
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$446Mas of March 31, 2026
Discretionary97.5%
$434M
97% of total RAUM97.5%
Non-discretionary2.5%
$11M
3% of total RAUM2.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$446M
Total Accounts156
10Y AUM Change+$249M (+126.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee51:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.