Beaumont Financial Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 251–500 clients last fiscal year.
Beaumont Financial Advisors reports 1,910 clients. They include 1,553 individual clients, 345 high-net-worth individuals and 6 charitable organizations. Of its assets, 72.8% ($2.74B across 4,107 accounts) are managed with discretion; $1.02B across 179 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 81% | 36% |
| High-net-worth individuals | 18% | 39% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | 23% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,553 | $1.36B | 36.2% | $876K |
| High-net-worth individuals | 345 | $1.48B | 39.5% | $4.3M |
| Charitable organizations | 6 | $37M | 1.0% | $6.16M |
| Corporations and other businesses | 6 | $878M | 23.4% | $146M |
| Total | 1,910 | $3.76B | 100% | $1.97M |
- Clients
- 1,553
- Regulatory AUM
- $1.36B
- AUM share
- 36.2%
- Avg. per client
- $876K
- Clients
- 345
- Regulatory AUM
- $1.48B
- AUM share
- 39.5%
- Avg. per client
- $4.3M
- Clients
- 6
- Regulatory AUM
- $37M
- AUM share
- 1.0%
- Avg. per client
- $6.16M
- Clients
- 6
- Regulatory AUM
- $878M
- AUM share
- 23.4%
- Avg. per client
- $146M
Total
- Clients
- 1,910
- Regulatory AUM
- $3.76B
- AUM share
- 100%
- Avg. per client
- $1.97M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Beaumont Financial Advisors charges up to 1.00% a year for its Investment Management Services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Tax preparation
- Offered for a standalone fee that varies with the complexity of the client’s finances; the brochure states no rate.
Focus Operating, LLC owns 75% or more of Beaumont Financial Advisors and is in turn owned by Focus Financial Partners, LLC (75% or more). The leadership team of Beaumont Financial Advisors includes Chief Investment Officer Brandon Beauvais, Chief Financial Officer Edward Hurley and Chief Compliance Officer Michael Snyder. It has 24 employees, 15 of them in advisory roles.
Leadership
- Edward HurleyChief Financial Officer
- Michael SnyderChief Compliance Officer
- Brandon BeauvaisCo-Chief Investment Officer
- Thomas CahillDirector of Wealth Management
- Philip DubuqueCo-Chief Investment Officer
Investment adviser representatives
16 representatives listed in the SEC register as of 9 October 2026.
- John Forbes Barber
- Brandon Guy Beauvais
- John Arthur Cahill
- Thomas Joseph Cahill
- Brian Donald Corcoran
- Gavin Kingsley Davis
- Robert J Depascale
- Philip Julien Dubuque
- Cheryl Anne Fortier
- Charles Michael Garabedian
- Daniel Richard Garron
- Owen Gilmore
- Peter Michael Girard
- Daniel Bram Jacob
- Robert David Schneider
- Trent Cameron Schneider
Staff
- 24 employees
- 15 in advisory functions
- 13 state-registered reps
- 1 soliciting firm
- Owns 75% or more of Beaumont Financial Advisors, LLC
Focus Operating, LLC
Control person · since September 2022
- Owns 75% or more of Focus Operating, LLC
Focus Financial Partners, LLC
Control person · since January 2007
- Owns 75% or more of Focus Financial Partners, LLC
Focus Financial Partners Inc.
Control person · since July 2018
- Owns 75% or more of Focus Financial Partners Inc.
Ferdinand FFP Acquisition, LLC
Control person · since August 2023
- Owns 75% or more of Ferdinand FFP Acquisition, LLC
Ferdinand FFP Intermediate Holdings, LLC
Control person · since August 2023
- Owns 75% or more of Ferdinand FFP Intermediate Holdings, LLC
Ferdinand FFP Parent, Inc
Control person · since August 2023
- Owns 75% or more of Focus Financial Partners Inc.
Ferdinand FFP Ultimate Holdings, LP
Control person · since August 2023
- Owns 50% to 75% of Ferdinand FFP Ultimate Holdings, LP
CD&R Ferdinand Holdings, L.P.
Control person · since August 2023
- Owns 50% to 75% of CD&R Ferdinand Holdings, L.P.
Clayton, Dubilier & Rice Fund Xii, L.P.
Control person · since August 2023
- Owns 25% to 50% of CD&R Ferdinand Holdings, L.P.
CD&R Ferdinand Co-Investor, L.P.
Control person · since August 2023
Beaumont Financial Advisors’ regulatory assets grew from $2.73B (March 2023) to $3.76B (March 2026); clients rose from 1,558 to 1,910 and employees were 24 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $3.76B | 1,910 | 24 | 4 |
| March 2025 | $3.38B | 1,751 | 23 | 2 |
| June 2024 | $2.96B | 1,545 | 23 | 3 |
| March 2023 | $2.73B | 1,558 | 23 | 3 |
Besides its headquarters, Beaumont Financial Advisors has 3 offices, with 4 listed addresses in District of Columbia, Massachusetts and Texas.
Texas · 2 listed addresses
- 5000 Riverside Drive, Irving
- 8111 Ashlane Way, The Woodlands
District of Columbia · 1 listed address
- 1455 Pennsylvania Avenue NW, Washington
Massachusetts · 1 listed address
- 250 1st Avenue, Suite 101, NeedhamHQ
Contact and registration details
- Legal name
- Beaumont Financial Advisors, LLC
- Headquarters
- 250 1st Avenue, Suite 101, Needham, MA 02494
- Website
- bfpartners.com
- Phone
- 781-400-2800
- @4991569
- SEC file
- 801-126715
- Structure
- Delaware LLC
- Fiscal year end
- December
Beaumont Financial Advisors uses Fidelity ($1.79B) as custodian for its separately managed accounts. Beaumont Financial Advisors has custody of $706M in client assets for 357 clients.
- FidelityNational Financial Services, LLC · Boston, MA · $1.79B100%
At year end, Beaumont Financial Advisors’ separately managed accounts were mostly in funds (69%) and stocks (22%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.57B across 383 positions; the largest are Alphabet Inc. Cap Stk CL A (4.8%), Apple Inc. (4.7%) and iShares Core S&P 500 ETF (4.2%).
What the accounts hold
- Stocks22%
- Funds69%
- Registered funds41%
- Pooled vehicles28%
- Bonds5%
- U.S. government and agency bonds3%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash4%
Reported 13F holdings
- $1.57B
- Reported 13F value
- 383
- Positions
- 31.5%
- In the 10 largest
- +7.9%
- Value vs. prior quarter
- Alphabet Inc. Cap Stk CL A4.8%
- Apple Inc.4.7%
- iShares Core S&P 500 ETFETF4.2%
- iShares Core S&P Mid-cap ETFETF2.9%
- iShares S&P Small-cap 600 Growth ETFETF2.8%
- Nvidia Corporation2.7%
- Microsoft Corp.2.6%
- Strategas Macro Thematic Opportunities ETFETF2.5%
- Amazon Com Inc.2.3%
- Fidelity Fundamental Global Ex-u.s. ETFETF2.0%
Together, the ten largest are 31.5% of reported value.
How many clients does Beaumont Financial Advisors have?
Beaumont Financial Advisors has 1,910 clients and manages $3.76 billion for them, as of March 2026. They include 1,553 individual clients, 345 high-net-worth individuals and 6 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Beaumont Financial Advisors offer?
Beaumont Financial Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Beaumont Financial Advisors charge?
Beaumont Financial Advisors charges up to 1.00% a year for its Investment Management Services. The fee is billed in arrears and is negotiable.
Source: BEAUMONT FORM ADV PART 2A BROCHURE 2026, filed 24 March 2026
Which custodians does Beaumont Financial Advisors use?
Beaumont Financial Advisors’ separately managed account assets are held at National Financial Services, LLC (Boston, MA), with $1.79B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Beaumont Financial Advisors have?
Beaumont Financial Advisors has 13 investment adviser representatives registered with state securities authorities, out of 24 employees, and 15 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Beaumont Financial Advisors invest in?
At the end of its last fiscal year, Beaumont Financial Advisors’ separately managed accounts held 41% registered funds (mutual funds, ETFs, BDCs), 28% pooled vehicles (private funds and similar), 22% exchange-traded equities, 4% cash and equivalents, 3% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Beaumont Financial Advisors?
Beaumont Financial Advisors is owned through a chain of holding companies by Ferdinand FFP Parent, Inc, CD&R Ferdinand Co-Investor, L.P. and Clayton, Dubilier & Rice Fund Xii, L.P. Its direct owner is Focus Operating, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Beaumont Financial Advisors get paid?
Beaumont Financial Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Beaumont Financial Advisors registered with the SEC?
Yes, Beaumont Financial Advisors has been registered with the SEC as an investment adviser since 26 October 2022. Its CRD number is 322925 and its SEC file number is 801-126715.
Source: Form ADV Part 1A, Item 1, filed 24 March 2026; IAPD firm record
How do I contact Beaumont Financial Advisors?
Beaumont Financial Advisors’ main office is at 250 1st Avenue, Suite 101, Needham, MA 02494. Its phone number is 781-400-2800. Its website is bfpartners.com.