Beaumont Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Beaumont, TX. Its latest Form ADV filing, dated March 5, 2026, reports $365M in regulatory assets under management, 4 employees, 3 offices, and 493 accounts.
Assets Under Management
$365M
Employees
4
Offices
3 offices
Total Clients
219
Primary office
BEAUMONT, TX
2911 TOCCOA STREET, SUITE B, BEAUMONT, TX, United States
Top client segmentIndividuals represent 59.4% of total clients.
Top client categories% of clientsClients
1
Individuals
59.4%
130
2
HNWI
36.5%
80
3
Charitable
1.8%
4
4
Corporations
1.8%
4
5
Pension Plans
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$365Mas of March 5, 2026
Discretionary100.0%
$365M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$365M
Total Accounts493
10Y AUM Change+$223M (+157.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee55:1
10Y Employee Change+2 (+100.0%)
* 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.