← Directory
BEUTEL, GOODMAN & COMPANY LTD.
CRD 135829File 801-64420
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$36.11B
Top 10% of cohort (national)
Discretionary AUM
$29.14B
Non-discretionary $6.97B
Clients
1,830
1,847 accounts
Employees
128
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jun 14, 2005
- Principal office
- 20 EGLINTON AVENUE WEST, SUITE 2000, TORONTO, ONT., M4R 1K8
- Phone
- 416-485-1010
- Website
- HTTP://WWW.BEUTELGOODMAN.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $36.11B
- Discretionary AUM
- $29.14B
- Non-discretionary AUM
- $6.97B
- Discretionary accounts
- 1,765
- Non-discretionary accounts
- 82
- Total accounts
- 1,847
- AUM per client
- $19.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 82 | $6.97B |
| Insurance companies | 9 | $1.30B |
| Investment companies | 1 | $1.25B |
| Charitable organizations | 34 | $1.04B |
| Other investment advisers | 47 | $5.72B |
| High net worth individuals | 1,480 | $3.16B |
| Pension and profit sharing plans | 155 | $11.92B |
| State or municipal government entities | 22 | $3.46B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 1,847 | 1,830 | decreased by17 |
| Apr 1, 2026 | Employees | 123 | 128 | increased by5 |
| Apr 1, 2026 | Clients | 1,236 | 1,847 | increased by611 |
| Apr 1, 2026 | AUM | $36,295,000,000 | $36,109,000,000 | decreased by$186,000,000 |
| Apr 1, 2026 | Accounts | 1,236 | 1,847 | increased by611 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 98 | 123 | increased by25 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,062 | 1,236 | increased by174 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $36,453,000,000 | $36,295,000,000 | decreased by$158,000,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,044 | 1,236 | increased by192 |
| Apr 1, 2022 | Employees | 94 | 98 | increased by4 |
| Apr 1, 2022 | Clients | 1,049 | 1,062 | increased by13 |
| Apr 1, 2022 | AUM | $32,468,000,000 | $36,453,000,000 | increased by$3,985,000,000 |
| Apr 1, 2022 | Accounts | 1,032 | 1,044 | increased by12 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BEUTEL GOODMAN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BEUTEL GOODMAN” may also match similarly-named firms). Confirm identity against each filing.
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.