Beyond Your Hammock LLC

RIASEC RegisteredEst. 2026
Total AUM
$115M
Discretionary
$115M
100% of AUM
Avg account
$313K
Accounts
369
Employees
3
Advisory reps
1

Firm details

Headquarters
Boston, Massachusetts
CRD number
168738
Registered since
May 1, 2026
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 77%, Public Funds/Mutual Funds 18%, Investment Grade Corp Bonds 2%, State & Local Bonds 1%, Cash & Cash Equivalents 1%, Other 1%77%
  • Exchange Traded Equities77%
  • Public Funds/Mutual Funds18%
  • Investment Grade Corp Bonds2%
  • State & Local Bonds1%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Eric Roberge

    Eric Roberge

    CEO & Financial AdvisorCRD 5481409

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth