Beaumont Asset Management, L.L.C.
● SEC registered since 2016CRD 150407SEC# 801-107451Beaumont, TX
Reg. AUM
$365.2M
Employees
4
Accounts
493
Location
Beaumont, TX
Beaumont Asset Management, L.L.C. assets under management
Beaumont Asset Management, L.L.C. is a registered investment adviser overseen by the SEC based in Beaumont, TX. The firm has been registered since 2016. It reports $365.2 million in regulatory assets under management and employs 4 people.
Beaumont Asset Management, L.L.C. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Francis Pierce Coker Control | Managing Member | 25-50% | 2009 |
| Jeffrey Michael Oliverio Control | Member | 25-50% | 2009 |
| Marco Javier Rimassa Control | Member | 5-10% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Beaumont Asset Management, L.L.C. manage?
Beaumont Asset Management, L.L.C. reports $365.2 million in regulatory assets under management on its Form ADV.
How many employees does Beaumont Asset Management, L.L.C. have?
Beaumont Asset Management, L.L.C. reports 4 employees.
Where is Beaumont Asset Management, L.L.C. located?
Beaumont Asset Management, L.L.C. is based in Beaumont, TX and has been SEC-registered since 2016.
Does Beaumont Asset Management, L.L.C. disclose fund performance?
Beaumont Asset Management, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2911 Toccoa Street, Suite B, Beaumont, TX 77703 |
| Phone | 409-899-9569 |
| Fax | 409-750-7247 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1798756 |
| Discloses disciplinary history | No |
Regulatory AUM
$365.2M▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$365.2Mregulatory AUM
Discretionary $365.2M