Beaumont Financial Advisors, LLC
● SEC registered since 2022CRD 322925SEC# 801-126715Needham, MA
Reg. AUM
$3.76B
Employees
24
Accounts
4,286
Location
Needham, MA
Beaumont Financial Advisors, LLC assets under management
Beaumont Financial Advisors, LLC is an investment advisory firm registered with the SEC based in Needham, MA. The firm has been registered since 2022. It reports $3.8 billion in regulatory assets under management and employs 24 people.
Beaumont Financial Advisors, LLC owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Guy Beauvais Control | Co-Chief Investment Officer | Under 5% | 2024 |
| Edward Francis Hurley Control | Chief Financial Officer | Under 5% | 2022 |
| Focus Operating, LLC Control | Member (manager) | Over 75% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Beaumont Financial Advisors, LLC manage?
Beaumont Financial Advisors, LLC reports $3.8 billion in regulatory assets under management on its Form ADV.
How many employees does Beaumont Financial Advisors, LLC have?
Beaumont Financial Advisors, LLC reports 24 employees.
Where is Beaumont Financial Advisors, LLC located?
Beaumont Financial Advisors, LLC is based in Needham, MA and has been SEC-registered since 2022.
Does Beaumont Financial Advisors, LLC disclose fund performance?
Beaumont Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 250 1st Avenue, Suite 101, Needham, MA 02494 |
| Phone | 781-400-2800 |
| Fax | 781-400-2879 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1957394 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.76B▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
EmployeesTop 21%
More than 79% of 16,825 advisers
Assets under management
$3.76Bregulatory AUM
Discretionary $2.74BNon-discretionary $1.02B