BEAUMONT ASSET MANAGEMENT, LLC

Legal name: BEAUMONT ASSET MANAGEMENT, L.L.C.

CRD 150407File 801-107451

APPROVED

Retail clients

Custody

Filing as of Jun 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$365.2M

Below cohort median (national)

Discretionary AUM

$365.2M

Clients

219

493 accounts

Employees

Below cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Mar 18, 2016
Principal office: 2911 TOCCOA STREET, SUITE B, BEAUMONT, TX, 77703
Phone: 409-899-9569
Website: HTTP://WWW.BEAUMONTASSET.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $365.2M
Discretionary AUM: $365.2M
Non-discretionary AUM: $0
Discretionary accounts: 493
Non-discretionary accounts: 0
Total accounts: 493
AUM per client: $1.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$9.3M
Charitable organizations	Fewer than 5	$9.4M
High net worth individuals	80	$294.7M
Pension and profit sharing plans	Fewer than 5	$1.9M
Individuals (other than high net worth individuals)	130	$49.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
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 11

This 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.