BEANSTOX

Legal name: BEANSTOX INC.

CRD 291957File 801-112877

APPROVED

Retail clients

Filing as of Aug 6, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$14.9M

Bottom 25% of cohort (national)

Discretionary AUM

$14.9M

Clients

10,048

20,295 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: HQ
Registration date: Apr 18, 2018
Principal office: 1010 SHERBROOKE STREET WEST, SUITE 2105, MONTREAL, QUEBEC, H3A2R7
Phone: (514) 849-1056
Website: HTTP://WWW.BEANSTOX.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $14.9M
Discretionary AUM: $14.9M
Non-discretionary AUM: $0
Discretionary accounts: 20,295
Non-discretionary accounts: 0
Total accounts: 20,295
AUM per client: $1K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Individuals (other than high net worth individuals)	10,048	$14.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Subscription fees

Advisory activities

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	9	7	decreased by2
Apr 1, 2026	Clients	6,304	10,048	increased by3,744
Apr 1, 2026	AUM	$8,687,323	$14,884,663	increased by$6,197,340
Apr 1, 2026	Accounts	10,631	20,295	increased by9,664
May 1, 2025 vs Oct 1, 2022	Employees	10	9	decreased by1
May 1, 2025 vs Oct 1, 2022	Clients	1,472	6,304	increased by4,832
May 1, 2025 vs Oct 1, 2022	AUM	$5,097,787	$8,687,323	increased by$3,589,536
May 1, 2025 vs Oct 1, 2022	Accounts	1,472	10,631	increased by9,159
Apr 1, 2022	Employees	7	10	increased by3
Apr 1, 2022	Clients	1,289	1,472	increased by183
Apr 1, 2022	AUM	$2,589,692	$5,097,787	increased by$2,508,095
Apr 1, 2022	Accounts	1,289	1,472	increased by183
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 “BEANSTOX” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BEANSTOX” 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.