Beyond Your Hammock LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 168738
- Registered since
- May 1, 2026
- Website
- beyondyourhammock.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI66.44%
- Individuals33.56%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Beyond Your Hammock LLC is an independent, individual-owned registered investment adviser focused on serving individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its client charging model combines asset-based fees and fixed fees. The adviser is not positioned as a capital allocator and does not identify as an active ESG investor or pension consultant. The firm is SEC-registered (registration year listed as 2026) and reports operating as a single-state adviser.
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 Equities77%
- Public Funds/Mutual Funds18%
- Investment Grade Corp Bonds2%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Eric Roberge
CEO & Financial AdvisorCRD 5481409
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 50 Milk St
- Time zone
- ET (UTC-5)
- Office locations
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