Beaumont Financial Advisors, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 322925
· SEC file 801-126715
· Needham, MA
· twitter.com
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ADV data as of Mar 24, 2026
- Regulatory AUM
- $3.8B
- Discretionary
- $2.7B
- Clients
- 1,910
- Avg AUM / client
- $2.0M
- Accounts
- 4,286
- Employees
- 24
AUM over time
$0
$3.8B
Sep 9, 2022
Mar 24, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Investments (13F portfolio — 369 positions, $1,455,127,053)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc Com | Stock | $65,206,639 | 256,931 | 4.48% | 1.73% |
| 2 | Ishares 0 3 Month Treasury Bond Etf | ETF | $65,149,880 | 647,227 | 4.48% | 1.73% |
| 3 | Alphabet Inc Cap Stk Cl A | Stock | $61,748,087 | 214,731 | 4.24% | 1.64% |
| 4 | Ishares Core S&P 500 Etf | ETF | $59,422,982 | 90,971 | 4.08% | 1.58% |
| 5 | Microsoft Corp Com | Stock | $40,333,203 | 108,959 | 2.77% | 1.07% |
| 6 | Ishares Core S&P Mid Cap Etf | ETF | $38,182,304 | 565,412 | 2.62% | 1.02% |
| 7 | Strategas Macro Thematic Opportunities Etf | ETF | $37,374,225 | 951,725 | 2.57% | 0.99% |
| 8 | Ishares S&P Small Cap 600 Growth Etf | ETF | $36,051,977 | 249,133 | 2.48% | 0.96% |
| 9 | Nvidia Corporation Com | Stock | $35,979,588 | 206,305 | 2.47% | 0.96% |
| 10 | Amazon Com Inc Com | Stock | $31,756,173 | 152,476 | 2.18% | 0.84% |
| 11 | Jpmorgan Equity Focus Etf | ETF | $28,219,666 | 392,979 | 1.94% | 0.75% |
| 12 | Johnson & Johnson Com | Stock | $28,140,332 | 115,122 | 1.93% | 0.75% |
| 13 | Berkshire Hathaway Inc Del Cl B New | Stock | $27,168,033 | 56,695 | 1.87% | 0.72% |
| 14 | Sprott Asset Management Lp Physical Gold An | CEF | $26,961,014 | 564,984 | 1.85% | 0.72% |
| 15 | Fidelity Wise Origin Bitcoin Fund | ETF | $26,286,220 | 445,303 | 1.81% | 0.7% |
| 16 | State Street Spdr Bloomberg 1 3 Month T Bill Etf | ETF | $25,802,428 | 281,563 | 1.77% | 0.69% |
| 17 | Vanguard Growth Etf | ETF | $25,272,971 | 57,861 | 1.74% | 0.67% |
| 18 | Meta Platforms Inc Cl A | Stock | $22,942,530 | 40,100 | 1.58% | 0.61% |
| 19 | Mcdonalds Corp Com | Stock | $22,805,521 | 73,379 | 1.57% | 0.61% |
| 20 | Fidelity Fundamental Global Ex U.S. Etf | ETF | $21,173,836 | 694,766 | 1.46% | 0.56% |
| 21 | Vanguard S&P 500 Etf | ETF | $20,942,495 | 35,047 | 1.44% | 0.56% |
| 22 | Lowes Cos Inc Com | Stock | $20,444,931 | 86,528 | 1.41% | 0.54% |
| 23 | Visa Inc Com Cl A | Stock | $18,951,917 | 62,705 | 1.3% | 0.5% |
| 24 | Allspring Core Plus Etf | ETF | $17,553,643 | 711,322 | 1.21% | 0.47% |
| 25 | Freedom 100 Emerging Markets Etf | ETF | $17,113,268 | 313,143 | 1.18% | 0.46% |
Top 25 of 369 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,553 | $1.4B | 36.2% |
| High net worth individuals | 345 | $1.5B | 39.5% |
| Charitable organizations | 6 | $37.0M | 0.98% |
| Corporations and other businesses | 6 | $878M | 23.4% |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hurley, Edward, Francis | Chief Financial Officer | Sep 2022 (4y) | Less than 5% | |
| Philip Julien Dubuque | Chief Investment Officer | CFA | Sep 2022 (4y) | Less than 5% |
| Snyder, Michael, Harris | Chief Compliance Officer | Sep 2022 (4y) | Less than 5% | |
| Thomas Joseph Cahill | Director Of Wealth Management | Sep 2022 (4y) | Less than 5% | |
| Charles Michael Garabedian | Registered representative | Nov 2022 (4y) | ||
| Daniel Bram Jacob | Registered representative | Nov 2022 (4y) | ||
| Peter Michael Girard | Registered representative | CFP | Nov 2022 (4y) | |
| Robert David Schneider | Registered representative | CFP | Nov 2022 (4y) | |
| Brandon Guy Beauvais | Registered representative | CFA | Nov 2022 (4y) | |
| Brian Donald Corcoran | Registered representative | Nov 2022 (4y) | ||
| Cheryl Anne Fortier | Registered representative | CFP | Nov 2022 (4y) | |
| Daniel Richard Garron | Registered representative | CFP | Nov 2022 (4y) | |
| John Forbes Barber | Registered representative | CFP | Nov 2022 (4y) | |
| Robert J Depascale | Registered representative | Nov 2022 (4y) | ||
| Owen Gilmore | Registered representative | CFA | Jul 2023 (3y) | |
| John Arthur Cahill | Registered representative | Jun 2025 (1y) | ||
| Trent Cameron Schneider | Registered representative | Aug 2025 (1y) | ||
| Gavin Kingsley Davis | Registered representative | CFA | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Focus Operating, Llc | Member (Manager) | Sep 2022 | A | 75% or more |
| Focus Financial Partners, Llc | Member | Jan 2007 | B | ≈ 56.25% – 100% via Focus Operating, Llc |
| Focus Financial Partners Inc. | Member | Jul 2018 | B | ≈ 42.19% – 100% via Focus Financial Partners, Llc |
| Ferdinand Ffp Acquisition, Llc | Shareholder, Class A Common Stock | Aug 2023 | B | ≈ 31.64% – 100% via Focus Financial Partners Inc. |
| Ferdinand Ffp Ultimate Holdings, Lp | Shareholder, Class B Common Stock | Aug 2023 | B | ≈ 31.64% – 100% via Focus Financial Partners Inc. |
| Ferdinand Ffp Intermediate Holdings, Llc | Member | Aug 2023 | B | ≈ 23.73% – 100% via Ferdinand Ffp Acquisition, Llc |
| Ferdinand Ffp Parent, Inc | Member | Aug 2023 | B | ≈ 17.8% – 100% via Ferdinand Ffp Intermediate Holdings, Llc |
| Cd&R Ferdinand Holdings, L.P. | Partner | Aug 2023 | B | ≈ 15.82% – 75% via Ferdinand Ffp Ultimate Holdings, Lp |
| Clayton, Dubilier & Rice Fund Xii, L.P. | Partner | Aug 2023 | B | ≈ 7.91% – 56.25% via Cd&R Ferdinand Holdings, L.P. |
| Cd&R Ferdinand Co Investor, L.P. | Partner | Aug 2023 | B | ≈ 3.96% – 37.5% via Cd&R Ferdinand Holdings, L.P. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Focus Financial Partners, Llc: 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Focus Financial Partners Inc.: 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Ferdinand Ffp Acquisition, Llc: 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Ferdinand Ffp Ultimate Holdings, Lp: 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Ferdinand Ffp Intermediate Holdings, Llc: 75% – 100% of Ferdinand Ffp Acquisition, Llc × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Ferdinand Ffp Parent, Inc: 75% – 100% of Ferdinand Ffp Intermediate Holdings, Llc × 75% – 100% of Ferdinand Ffp Acquisition, Llc × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 17.8% – 100% of the firm
- Cd&R Ferdinand Holdings, L.P.: 50% – 75% of Ferdinand Ffp Ultimate Holdings, Lp × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 15.82% – 75% of the firm
- Clayton, Dubilier & Rice Fund Xii, L.P.: 50% – 75% of Cd&R Ferdinand Holdings, L.P. × 50% – 75% of Ferdinand Ffp Ultimate Holdings, Lp × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 7.91% – 56.25% of the firm
- Cd&R Ferdinand Co Investor, L.P.: 25% – 50% of Cd&R Ferdinand Holdings, L.P. × 50% – 75% of Ferdinand Ffp Ultimate Holdings, Lp × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 3.96% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- National Financial Services (Fidelity) $1.8B (48% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗