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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Beaumont Financial Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Beaumont Financial Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Beaumont Financial Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Beaumont Financial Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Beaumont Financial Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Beaumont Financial Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Beaumont Financial Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Beaumont Financial Advisors registered with the SEC?","answer":"Yes, Beaumont Financial Advisors has been registered with the SEC as an investment adviser since 26 October 2022. 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