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SEC data October 1, 2026
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SEC data October 1, 2026
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Sign in or start freeWealth manager, independent
SEC-registered investment adviser · CRD 134637 · SEC 801-132054
At a glance
Beantown Financial Advisors LLC is an SEC-registered investment adviser based in United States, with $158 million in regulatory assets under management as of its Form ADV filed January 23, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 63 individual clients. By Form ADV it is a wealth manager, ranked 6,675th of 8,915 wealth managers and 13,414th of 17,210 SEC-registered advisers by assets.
beantownfinancial.comAs filed on Form ADV
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 43 | $144M | 91% |
| Individuals | 20 | $15M | 9% |
Beantown Financial Advisors LLC reports no disciplinary disclosures in Item 11 of Form ADV.
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Beantown Financial Advisors LLC reports $158 million in regulatory assets under management across 252 accounts, 100% of it on a discretionary basis, on its Form ADV filed January 23, 2026.
Beantown Financial Advisors LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
By assets, its largest client types are high-net-worth individuals ($144 million, 43 clients); individuals ($15 million, 20 clients).
Beantown Financial Advisors LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Every figure is Beantown Financial Advisors LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-01-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →