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BEUTEL, GOODMAN & COMPANY LTD.
CRD 135829File 801-64420
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 1847 | 1830 |
| 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.