BEAUMONT ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- BEAUMONT, Texas
- CRD number
- 150407
- Registered since
- March 18, 2016
- Website
- www.beaumontasset.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.7%
- Individuals13.65%
- Charitable Organizations2.57%
- Corporations / Businesses2.55%
- Pension & Profit Sharing Plans0.53%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Beaumont Asset Management, LLC is an independent registered investment adviser formed in 2016 that manages portfolios for individuals, families and institutional clients. The firm leans toward an equity-first approach, favoring exchange-traded equities and ETFs as the foundation of client portfolios, while layering in fixed income, mutual funds and selected alternative exposures to broaden diversification. Its service mix includes financial planning, discretionary portfolio management for individuals and small businesses, institutional portfolio management and pension consulting. Fee arrangements are flexible — percentage of assets under management, hourly and fixed-fee engagements are offered depending on client needs. Beaumont is not positioned as a multi-state ESG specialist and does not present itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities57%
- Public Funds/Mutual Funds36%
- Cash & Cash Equivalents6%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1Margaret Meaux
Operations CoordinatorCRD 7037514
Contacts
3 of 3JEFFREY OLIVERIO
Client Service ManagerCRD 4082966
MARCO RIMASSA
Investment AdvisorCRD 3122808
FRANCIS COKER
Investment AdvisorCRD 4447907
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$177M in ETFs
90%
$158M
11%
$18.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $61M | 93,364 | 34.53% |
Location
BEAUMONT, TX
JEFFERSON
Location
BEAUMONT, TX
Headquartered in BEAUMONT, TX, in the South of the United States.
- Region
- South
- County
- JEFFERSON
- Address
- 2911 Toccoa St
- Time zone
- CT (UTC-6)
- Office locations
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