B
CRD: 104728
Beaton Management CO INC
Haverhill, MA, 01830
9783723008
$445.7M Total AUM
$434.4M Disc. AUM
13.3% 3Y CAGR
3 Employees
153 ADV. Clients
41 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Brown Brothers · Pershing · UBS · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-15-1984
- Office Locations
- 1
Office Locations
150 Summer Street Haverhill MA
About Beaton Management CO INC
Beaton Management CO INC is a Haverhill-based RIA. The firm has been operating for 41 years. Managing $445.7M in total assets under management, with 3 advisory representatives. They custody assets with Brown Brothers and Pershing. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$148.6M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
36.4 yrs AVG TENURE
3 Employees
3 Advisory Reps
0 RIA Reps
41yrs Firm Age
Insights
Premium access reveals conviction themes in focus peak.
Unlock to compare peer behavior around fusion delta.
Unlock to compare peer behavior around crest fusion.
Open the full profile to inspect shifts in frontier peak.
Unlock to see real insight on zenith capital.
Premium access reveals conviction themes in radial ember radial.
Unlock to see real insight on catalyst optima.
Open the full profile to inspect shifts in glacier vertex.
Asset Classes
Frontier Matrix Beacon
Investment Themes
Atlas summit
Investment Vehicles
Atlas summit
Services
Radial Frontier momentum Vital eagle Prime Capital
Owner & Executives
T
TERRENCE ARTHUR BEATON
Chief Compliance Officer, President
- CRD
- --
- Ownership
- 75% or more
(727) 669-6977
eagle.momentum@quantumcapital.com
in linkedin.com/in/unison-vector
T
THOMAS DANIEL BEATON
DIRECTOR, President
- CRD
- --
- Ownership
- Less than 5%
(372) 619-7505
vertex.vertex@meridiancapital.com
in linkedin.com/in/foundation-vector
S
Summit vital
Harbor atlas radial
- CRD
- #25642
- Ownership
- 36.0%
(888) 706-2724
wave.ridge@peakcapital.com
in linkedin.com/in/matrix-foundation
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $434,424,863 | $2,896,166 |
| Non-Discretionary | $11,269,571 | $1,878,262 |
| Total | $445,694,434 | $2,857,016 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $445,694,434
Equity - Exchange:
11.8% Cash:
14.0% Corporate - Investment Grade:
14.3% Public Funds:
17.1% Corporate - Non-Investment Grade:
3.8% Municipal Bonds:
5.4% Private Funds:
14.8% U.S. Government/Agency:
18.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $450,226,207 | 11.8% |
| Cash | $534,166,687 | 14.0% |
| Corporate - Investment Grade | $545,613,116 | 14.3% |
| Public Funds | $652,446,453 | 17.1% |
| Corporate - Non-Investment Grade | $144,988,101 | 3.8% |
| Municipal Bonds | $206,035,722 | 5.4% |
| Private Funds | $564,690,497 | 14.8% |
| U.S. Government/Agency | $717,309,550 | 18.8% |
| Total | $3,815,476,333 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON INSIGHT | BEACON ALPHA | ZMVJBU6HL | FUUKA | 3.47% | $117,523,017 |
| INSIGHT VITAL | ELEMENT CREST | GE2DZA7XQ | DIKJU | 3.71% | $42,065,931 |
| OAK HARBOR | MERIDIAN CATALYST | RT08X5VJ0 | ZNAE | 10.39% | $84,705,232 |
| PRIME FUSION | MOMENTUM CAPITAL | E1K0E01KL | SEP | 1.57% | $40,344,223 |
| NORTH SUMMIT TIMBER | PEAK RIDGE | 0AIQI4ELV | PMB | 9.17% | $54,935,747 |
| RIDGE INSIGHT | PATHWAY FOUNDATION | X27OH0YBE | HFXLG | 7.02% | $6,289,042 |
| GLACIER RIDGE VERTEX | QUANTUM ELEMENT | LIZCCGVTY | WOUBU | 3.12% | $50,856,858 |
| FUSION RIDGE | WAVE VERTEX | 8LGJW98A1 | RKG | 5.25% | $43,452,801 |