MONTREAL, QUEBECCRD 291957Latest ADV March 16, 2026
Beanstox is an SEC registered investment adviser organized as a corporation with a primary office location in Montreal, Quebec. Its latest Form ADV filing, dated March 16, 2026, reports $15M in regulatory assets under management, 7 employees, 1 office, and 20,295 accounts.
Assets Under Management
$15M
Employees
7
Offices
1 office
Total Clients
10,048
Primary office
MONTREAL, QUEBEC
1010 SHERBROOKE STREET WEST, SUITE 2105, MONTREAL, QUEBEC, Canada
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Fixed fees
Subscription fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
10,048
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$15Mas of March 16, 2026
Discretionary100.0%
$15M
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.
Latest AUM$15M
Total Accounts20,295
10Y AUM Change+$15M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee1435:1
10Y Employee Change+5 (+250.0%)
* 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.