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BEATON MANAGEMENT CO INC
CRD 104728File 801-22549
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$445.7M
Below cohort median (national)
Discretionary AUM
$434.4M
Non-discretionary $11.3M
Clients
153
156 accounts
Employees
3
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 15, 1984
- Principal office
- 150 SUMMER STREET, HAVERHILL, MA, 01830-6032
- Phone
- 978-372-3008
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $445.7M
- Discretionary AUM
- $434.4M
- Non-discretionary AUM
- $11.3M
- Discretionary accounts
- 150
- Non-discretionary accounts
- 6
- Total accounts
- 156
- AUM per client
- $2.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 26 | $96.9M |
| High net worth individuals | 14 | $138.6M |
| Pension and profit sharing plans | Fewer than 5 | $7.5M |
| Individuals (other than high net worth individuals) | 113 | $202.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.