BEANSTOX

Legal name: BEANSTOX INC.

CRD 291957File 801-112877

APPROVED

Retail clients

Filing as of Aug 6, 2026

Feed vintage Aug 17, 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: https://x.com/beanstox

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
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.