Beau Ventures, LLC
● SEC registered since 2025CRD 336355SEC# 801-132802
Reg. AUM
$1.06B
Employees
2
Accounts
22
Location
—
About Beau Ventures
BeauMorgan, the public face of Beau Ventures, emphasizes the human side of wealth management through in-depth research and personal attention. The practice helps clients build goal-aligned portfolios and navigate financial decisions with greater clarity.
Summary based on the firm’s website.
Beau Ventures, LLC assets under management
Beau Ventures, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2025. It reports $1.1 billion in regulatory assets under management and employs 2 people.
Beau Ventures, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jennifer Beau Cornish Control | Cco, Managing Member | Over 75% | 2025 |
Frequently asked questions
How much does Beau Ventures, LLC manage?
Beau Ventures, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Beau Ventures, LLC have?
Beau Ventures, LLC reports 2 employees.
Does Beau Ventures, LLC disclose fund performance?
Beau Ventures, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 585-301-7970 |
| Office hours | Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.06B▲ 41%
Sep '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,389 advisers
EmployeesTop 86%
More than 14% of 16,799 advisers
Assets under management
$1.06Bregulatory AUM
Discretionary $4.8MNon-discretionary $1.06B