Overview
Assets Under Management: $793 million
High-Net-Worth Clients: 1
Average Client Assets: $792.6 million
Frequently Asked Questions
BEAU MORGAN ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #336355), BEAU MORGAN ADVISORS is subject to fiduciary duty under federal law.
BEAU MORGAN ADVISORS serves 1 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, BEAU MORGAN ADVISORS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
BEAU MORGAN ADVISORS manages $793 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, BEAU MORGAN ADVISORS serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.99%
Average Client Assets: $792.6 million
Total Client Accounts: 3
Discretionary Accounts: 1
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 336355
Filing ID: 2042573
Last Filing Date: 2026-03-27 13:51:52