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BEAU MORGAN ADVISORS
Legal name: BEAU VENTURES, LLC
CRD 336355File 801-132802
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$792.7M
Above cohort median (national)
Discretionary AUM
$83K
Non-discretionary $792.6M
Clients
2
3 accounts
Employees
3
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 19, 2025
- Principal office
- Not reported
- Phone
- 585-301-7970
- Website
- http://www.beaumorgan.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $792.7M
- Discretionary AUM
- $83K
- Non-discretionary AUM
- $792.6M
- Discretionary accounts
- 1
- Non-discretionary accounts
- 2
- Total accounts
- 3
- AUM per client
- $396.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $83K |
| High net worth individuals | Fewer than 5 | $792.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Publications
- 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
- 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 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.