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BEAUMONT FINANCIAL PARTNERS
Legal name: BEAUMONT FINANCIAL ADVISORS, LLC
CRD 322925File 801-126715
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.76B
Top 25% of cohort (national)
Discretionary AUM
$2.74B
Non-discretionary $1.02B
Clients
1,910
4,286 accounts
Employees
24
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 26, 2022
- Principal office
- 250 1ST AVENUE, SUITE 101, NEEDHAM, MA, 02494
- Phone
- 781-400-2800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.76B
- Discretionary AUM
- $2.74B
- Non-discretionary AUM
- $1.02B
- Discretionary accounts
- 4,107
- Non-discretionary accounts
- 179
- Total accounts
- 4,286
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $878.4M |
| Charitable organizations | 6 | $37.0M |
| High net worth individuals | 345 | $1.48B |
| Individuals (other than high net worth individuals) | 1,553 | $1.36B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- 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
- Yes
- Firm Custody Clients
- Yes
- 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 11This 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.