Services and clients
Beutel, Goodman & Company provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions.
Clients
Beutel, Goodman & Company reports 1,847 clients. They include 1,480 high-net-worth individuals, 155 pension and profit-sharing plans, and 82 corporations and other businesses.
AUM per wealth client averages the assets reported for individuals and high-net-worth individuals over their reported client counts. It excludes institutional clients.
- High-net-worth individuals1,480 clients$3.16B in assets
- Investment companies1 client$1.25B in assets
- Pension and profit-sharing plans155 clients$11.92B in assets
- Charitable organizations34 clients$1.04B in assets
- State or municipal government entities22 clients$3.46B in assets
- Other client types155 clients$15.27B in assetsOther investment advisers; Insurance companies; Corporations and other businesses; Other
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 1,480 | $3,159,500,000 | 8.7% | $2.13M |
| Investment companies | 1 | $1,255,000,000 | 3.5% | $1.25B |
| Pension and profit-sharing plans | 155 | $11,918,500,000 | 33.0% | $76.9M |
| Charitable organizations | 34 | $1,045,000,000 | 2.9% | $30.7M |
| State or municipal government entities | 22 | $3,457,000,000 | 9.6% | $157.1M |
| Other investment advisers | 47 | $5,725,000,000 | 15.9% | $121.8M |
| Insurance companies | 9 | $1,303,000,000 | 3.6% | $144.8M |
| Corporations and other businesses | 82 | $6,972,000,000 | 19.3% | $85.0M |
| Other | 17 | $1,274,000,000 | 3.5% | $74.9M |
| Total | 1,847 | $36,109,000,000 | 100% | $19.6M |
- Clients
- 1,480
- Regulatory AUM
- $3,159,500,000
- AUM share
- 8.7%
- Avg. per client
- $2.13M
- Clients
- 1
- Regulatory AUM
- $1,255,000,000
- AUM share
- 3.5%
- Avg. per client
- $1.25B
- Clients
- 155
- Regulatory AUM
- $11,918,500,000
- AUM share
- 33.0%
- Avg. per client
- $76.9M
- Clients
- 34
- Regulatory AUM
- $1,045,000,000
- AUM share
- 2.9%
- Avg. per client
- $30.7M
- Clients
- 22
- Regulatory AUM
- $3,457,000,000
- AUM share
- 9.6%
- Avg. per client
- $157.1M
- Clients
- 47
- Regulatory AUM
- $5,725,000,000
- AUM share
- 15.9%
- Avg. per client
- $121.8M
- Clients
- 9
- Regulatory AUM
- $1,303,000,000
- AUM share
- 3.6%
- Avg. per client
- $144.8M
- Clients
- 82
- Regulatory AUM
- $6,972,000,000
- AUM share
- 19.3%
- Avg. per client
- $85.0M
- Clients
- 17
- Regulatory AUM
- $1,274,000,000
- AUM share
- 3.5%
- Avg. per client
- $74.9M
Total
- Clients
- 1,847
- Regulatory AUM
- $36,109,000,000
- AUM share
- 100%
- Avg. per client
- $19.6M
80.7% of assets ($29.14B across 1,765 accounts) are managed with discretion; $6.97B across 82 accounts are not. $6.97B sits in a wrap fee program the firm both sponsors and manages. 93% of clients are outside the U.S.
Additional activity details
- Clients outside the U.S.
- 93%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Fees and minimums
Beutel, Goodman & Company is paid through a percentage of assets under management and fixed fees (other than subscription fees).
Brochure fee details have not yet been processed for this profile. Find its brochure on the SEC’s site.
Ownership and people
Beutel Goodman Voting Trust owns 25% to 50% of Beutel, Goodman & Company.
- Owns 25% to 50% of Beutel, Goodman & Company LTD.
Beutel Goodman Voting Trust
Control person · since July 1994
- Owns 25% to 50% of Beutel, Goodman & Company LTD.
Amg Canada Corp.
Control person · since July 2005
- Owns 25% to 50% of Beutel, Goodman & Company LTD.
Amg/Fami Investment Corp.
since July 2005
- Owns 25% to 50% of Beutel, Goodman & Company LTD.
Amg North America Hold. Corp.
since June 2005
- Owns 25% to 50% of Beutel, Goodman & Company LTD.
Affiliated Managers Group, Inc.
since June 2005
Staff
- 128 employees
- 41 in advisory functions
- 3 soliciting firms
Investments and reported holdings
What the accounts hold
- Stocks44%
- Funds39%
- Bonds14%
- Sovereign bonds8%
- Investment grade corporate bonds6%
- Cash3%
Custodians
Beutel, Goodman & Company’s named custodians for separately managed accounts include RBC ($15,599,130,208), and CIBC Mellon Global Securities Services ($8,569,406,286). Beutel, Goodman & Company does not have custody of client assets.
- RBCToronto
- $15,599,130,208
- CIBC Mellon Global Securities Services CompanyToronto
- $8,569,406,286
Offices and registration details
Besides its headquarters, Beutel, Goodman & Company has 0 offices, with 1 listed address with no US state reported.
Other business names
Beutel, Goodman & Company has reported 1 other business name to the SEC.
- Beutel Goodman Investment Counsel
Registration details
- Legal name
- Beutel, Goodman & Company LTD.
- Headquarters
- 20 Eglinton Avenue West, Suite 2000, Toronto, Ont., Canada M4R 1K8
- @beutel-goodman
- SEC file
- 801-64420
- Structure
- corporation organized in Canada
- Fiscal year end
- December
- State notice filings
- 0 jurisdictions
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Beutel, Goodman & Company have?
Beutel, Goodman & Company has 1,847 clients and manages $36.1 billion for them, as of March 2026. They include 1,480 high-net-worth individuals, 155 pension and profit-sharing plans, and 82 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Beutel, Goodman & Company offer?
Beutel, Goodman & Company provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Beutel, Goodman & Company use?
Beutel, Goodman & Company’s separately managed account assets are held at RBC (Toronto), with $15,599,130,208 and CIBC Mellon Global Securities Services Company (Toronto), with $8,569,406,286. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Beutel, Goodman & Company have?
Beutel, Goodman & Company has 0 investment adviser representatives registered with state securities authorities, out of 128 employees, and 41 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 Beutel, Goodman & Company invest in?
At the end of its last fiscal year, Beutel, Goodman & Company’s separately managed accounts held 44% exchange-traded equities, 39% pooled vehicles (private funds and similar), 8% sovereign bonds, 6% investment grade corporate bonds and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Beutel, Goodman & Company?
Beutel, Goodman & Company’s direct owners are Beutel Goodman Voting Trust, Amg Canada Corp., Amg/Fami Investment Corp., Amg North America Hold. Corp. and Affiliated Managers Group, Inc., each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Beutel, Goodman & Company get paid?
Beutel, Goodman & Company is paid through a percentage of assets under management 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