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Beantown Financial Advisors LLC

● SEC registered since 2025CRD 134637SEC# 801-132054
Export (members)
Reg. AUM
$158.4M
Employees
1
Accounts
252
Location
—

Beantown Financial Advisors LLC assets under management

Beantown Financial Advisors LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2025. It reports $158.4 million in regulatory assets under management and employs 1 people.
www.beantownfinancial.comView on SEC.gov ↗

Beantown Financial Advisors LLC owners & executives

2 reported
NameTitleOwnershipSince
Joseph Elliot Somerset ControlCcoOver 75%2003
Wendy Ann SomersetMember10-25%2013

Frequently asked questions

How much does Beantown Financial Advisors LLC manage?

Beantown Financial Advisors LLC reports $158.4 million in regulatory assets under management on its Form ADV.

How many employees does Beantown Financial Advisors LLC have?

Beantown Financial Advisors LLC reports 1 employees.

Does Beantown Financial Advisors LLC disclose fund performance?

Beantown Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone508-529-0102
Fax508-464-5870
Office hoursBy Appointment Only
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$158.4M▲ 16%
Jan '25 — $137MFeb '25 — $137MMar '25 — $137MApr '25 — $137MMay '25 — $137MJun '25 — $137MJul '25 — $137MAug '25 — $137MSep '25 — $137MOct '25 — $137MNov '25 — $137MDec '25 — $137MJan '26 — $158.4MFeb '26 — $158.4MMar '26 — $158.4MApr '26 — $158.4MMay '26 — $158.4MJun '26 — $158.4M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$158.4Mregulatory AUM
Discretionary $158.4M